Plan Snapshot
- Plan Sponsor: Charles Cole Memorial Hospital
- Sponsor EIN: 240802108
- Sponsor Address: 1001 EAST SECOND STREET, COUDERSPORT, PA, 169159762
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $13.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $13.9M | $0 | $0 |
| 2023 | 0 | $14.9M | $0 | $0 |
| 2022 | 0 | $15.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| METLIFE LIFE INSURANCE COMPANY | Recordkeeper | $61,343 | — | $61,343 |
| CERITY PARTNERS RET PLAN ADVRS LLC | Investment Advisor | $24,638 | — | $24,638 |
| CAMBRIDGE INVESTMENT GROUP | Other Service Provider | $7,042 | — | $7,042 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,023
- Estimated Expense Ratio: 0.669% 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 | $78,939 | $10,554 | — | — | — |
| 2023 | $62,841 | $7,434 | $55,407 | — | — |
| 2022 | $69,930 | $22,573 | — | — | $47,357 |