Plan Snapshot
- Plan Sponsor: Church Aide Of The Protestant Episcopal Church
- Sponsor EIN: 141338349
- Sponsor Address: 390 CHURCH STREET, SARATOGA SPRINGS, NY, 12866
- Plan Type: 403(b)
- Total Participants: 500
- Total Assets: $871,947
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 500 | $871,947 | $36,455 | $103,506 |
| 2023 | 460 | $849,950 | $40,296 | $112,439 |
| 2022 | 434 | $632,492 | $0 | $77,006 |
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 |
|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | Recordkeeper | $7,144 | — | $7,144 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT PLANS ADMIN SERVICES, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,144
- Estimated Expense Ratio: 0.819% 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 | $14,844 | $235 | $7,700 | — | — |
| 2023 | $6,714 | $200 | $6,514 | — | — |
| 2022 | $4,248 | $182 | $4,066 | — | — |