# Cold Spring Harbor Laboratory DC Plan
Source: https://planprovider.pro/companies/cold-spring-harbor-laboratory-plan-004

> Cold Spring Harbor Laboratory's DC plan: 648 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — NONE

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — NONE

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — 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|—|—|

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