# Columbia Memorial Hospital 403(b) Plan
Source: https://planprovider.pro/companies/columbia-memorial-hospital-403b-plan

> Columbia Memorial Hospital's 403(b) plan: 613 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [HEALTHCARE COMMUNITY SECURITIES COR](https://planprovider.pro/provider/aspire-financial-services) — ADVISORY

- [UHY, LLP](https://planprovider.pro/provider/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|—|—|

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