Plan Snapshot
- Plan Sponsor: Columbia Memorial Hospital
- Sponsor EIN: 141338373
- Sponsor Address: 71 PROSPECT AVENUE, HUDSON, NY, 125342907
- Plan Type: 403(b)
- Total Participants: 613
- Total Assets: $34.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 613 | $34.4M | $127,002 | $2.4M |
| 2023 | 657 | $32.8M | $117,782 | $2.1M |
| 2022 | 651 | $29.6M | $120,406 | $2.2M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $129,470 | — | $129,470 |
| HEALTHCARE COMMUNITY SECURITIES COR | ADVISORY | $61,501 | — | $61,501 |
| UHY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- HEALTHCARE COMMUNITY SECURITIES COR — ADVISORY
- UHY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $190,971
- Estimated Expense Ratio: 0.555% 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 | $190,971 | $61,501 | $129,470 | — | — |
| 2023 | $172,277 | $55,827 | $116,450 | — | — |
| 2022 | $172,934 | $55,587 | $117,347 | — | — |