Plan Snapshot
- Plan Sponsor: Columbia Memorial Hospital
- Sponsor EIN: 141338373
- Sponsor Address: 71 PROSPECT AVENUE, HUDSON, NY, 12534
- Plan Type: DB
- Total Participants: 11
- Total Assets: $13.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 11 | $13.8M | $0 | $0 |
| 2023 | 14 | $13.8M | $0 | $0 |
| 2022 | 17 | $12.7M | $0 | $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 |
|---|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION | NONE | $72,210 | — | $72,210 |
| UHY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,210
- Estimated Expense Ratio: 0.524% 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 | $93,622 | $14,714 | — | — | — |
| 2023 | $64,703 | $9,267 | — | — | — |
| 2022 | $72,836 | $8,669 | — | — | $64,167 |