Plan Snapshot
- Plan Sponsor: Claxton-Hepburn Medical Center
- Sponsor EIN: 150559686
- Sponsor Address: 214 KING ST, OGDENSBURG, NY, 136691142
- Plan Type: 403(b)
- Total Participants: 791
- Total Assets: $88.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 791 | $88.0M | $1.5M | $2.8M |
| 2023 | 766 | $81.3M | $1.7M | $2.7M |
| 2022 | 725 | $70.6M | $1.7M | $2.6M |
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 |
|---|---|---|---|---|
| BONADIO & CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $259,653 | $235,905 | $23,748 | — | — |
| 2023 | $228,323 | $206,514 | $18,538 | — | — |
| 2022 | $223,611 | $194,356 | $25,021 | — | — |