# Champlain Valley Physicians Hospital 403(b) Plan
Source: https://planprovider.pro/companies/champlain-valley-physicians-hospital-403b-plan

> Champlain Valley Physicians Hospital's 403(b) plan: 2,570 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/champlain-valley-physicians-hospital-403b-plan)

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