Plan Snapshot
- Plan Sponsor: Community Memorial Hospital
- Sponsor EIN: 150548010
- Sponsor Address: 150 BROAD ST., HAMILTON, NY, 13346
- Plan Type: DB
- Total Participants: 75
- Total Assets: $7.5M
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 | 75 | $7.5M | $609,722 | $0 |
| 2023 | 79 | $6.9M | $312,437 | $0 |
| 2022 | 93 | $7.9M | $720,495 | $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 |
|---|---|---|---|---|
| NBT WEALTH MANAGEMENT | NONE | $28,070 | — | $28,070 |
| FUSTCHARLES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUSTCHARLES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,070
- Estimated Expense Ratio: 0.376% 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 | $106,575 | — | $28,070 | — | — |
| 2023 | $30,322 | — | $30,322 | — | — |
| 2022 | $34,076 | — | $34,076 | — | — |