Plan Snapshot
- Plan Sponsor: Cold Spring Harbor Laboratory
- Sponsor EIN: 112013303
- Sponsor Address: ONE BUNGTOWN ROAD, COLD SPRING HARBOR, NY, 117242209
- Plan Type: DC
- Total Participants: 648
- Total Assets: $121.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 648 | $121.7M | $5.5M | $0 |
| 2023 | 603 | $107.5M | $5.1M | $0 |
| 2022 | 589 | $91.0M | $5.0M | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | NONE | $58,516 | — | $58,516 |
| STRATEGIC ADVISORS, INC. | NONE | $8,374 | — | $8,374 |
| 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: $66,890
- Estimated Expense Ratio: 0.055% 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 | $66,890 | $8,374 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $61,744 | $11,386 | $50,358 | — | — |