Plan Snapshot
- Plan Sponsor: Community Memorial Hospital
- Sponsor EIN: 150548010
- Sponsor Address: 150 BROAD ST., HAMILTON, NY, 13346
- Plan Type: DC
- Total Participants: 400
- Total Assets: $15.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 400 | $15.6M | $525,674 | $1.3M |
| 2023 | 274 | $12.2M | $412,657 | $980,605 |
| 2022 | 258 | $9.4M | $385,326 | $873,673 |
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 |
|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | NONE | — | $5,483 | $5,483 |
| FUSTCHARLES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — NONE
- FUSTCHARLES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,483
- Estimated Expense Ratio: 0.035% 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 | $2,295 | — | — | — | — |
| 2023 | $1,936 | — | — | — | — |
| 2022 | $3,675 | — | — | — | — |