Plan Snapshot
- Plan Sponsor: Colgate University
- Sponsor EIN: 150532078
- Sponsor Address: 13 OAK DRIVE, HAMILTON, NY, 133460000
- Plan Type: 403(b)
- Total Participants: 1,002
- Total Assets: $567.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,002 | $567.8M | $9.7M | $8.0M |
| 2023 | 1,054 | $521.5M | $9.1M | $7.6M |
| 2022 | 997 | $472.1M | $8.7M | $7.4M |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | $12,500 | — | $12,500 |
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: $12,500
- Estimated Expense Ratio: 0.002% 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 | $250,863 | $35,000 | — | $12,500 | — |
| 2023 | $132,454 | $35,000 | — | — | — |
| 2022 | $34,912 | $23,625 | $12 | — | $11,275 |