Plan Snapshot
- Plan Sponsor: Champlain Valley Physicians Hospital
- Sponsor EIN: 141338471
- Sponsor Address: 75 BEEKMAN STREET, PLATTSBURGH, NY, 129011438
- Plan Type: 403(b)
- Total Participants: 2,570
- Total Assets: $334.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,570 | $334.8M | $7.2M | $14.5M |
| 2023 | 2,256 | $297.3M | $6.8M | $12.9M |
| 2022 | 2,145 | $254.2M | $6.1M | $11.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $161,410 | — | $161,410 |
| STRATEGIC ADVISORS, INC | ADVISOR | $71,624 | — | $71,624 |
| MCSOLEY MCCOY & CO | AUDITOR | $15,000 | — | $15,000 |
| CAPFINANCIAL PARTNERS | PLAN SPONSOR | $14,936 | — | $14,936 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $262,970
- Estimated Expense Ratio: 0.079% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $264,979 | $86,560 | $1,859 | $15,000 | — |
| 2023 | $259,252 | $72,304 | — | $14,000 | — |
| 2022 | $271,186 | — | — | — | — |