Plan Snapshot
- Plan Sponsor: Cold Spring Harbor Laboratory
- Sponsor EIN: 112013303
- Sponsor Address: ONE BUNGTOWN ROAD, COLD SPRING HARBOR, NY, 117242209
- Plan Type: 403(b)
- Total Participants: 1,133
- Total Assets: $114.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 1,133 | $114.1M | $0 | $4.9M |
| 2023 | 1,030 | $100.8M | $0 | $4.7M |
| 2022 | 842 | $90.7M | $0 | $4.4M |
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 | NONE | $44,653 | — | $44,653 |
| STRATEGIC ADVISORS, INC. | NONE | $8,444 | — | $8,444 |
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — NONE
- STRATEGIC ADVISORS, INC. — NONE
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,097
- Estimated Expense Ratio: 0.047% 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 | $53,097 | $8,444 | — | — | — |
| 2023 | $42,287 | $8,131 | — | — | — |
| 2022 | $46,377 | $9,023 | $37,354 | — | — |