Plan Snapshot
- Plan Sponsor: Elizabethtown Community Hospital
- Sponsor EIN: 141364513
- Sponsor Address: 75 PARK STREET, ELIZABETHTOWN, NY, 12932
- Plan Type: 403(b)
- Total Participants: 403
- Total Assets: $28.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 403 | $28.1M | $740,309 | $1.6M |
| 2023 | 369 | $25.2M | $780,241 | $1.3M |
| 2022 | 351 | $20.1M | $799,326 | $1.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $25,973 | — | $25,973 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $10,771 | — | $10,771 |
| MCSOLEY MCCOY & CO. | ACCOUNTANT/AUDITOR | $7,800 | — | $7,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- MCSOLEY MCCOY & CO. — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,544
- Estimated Expense Ratio: 0.159% 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 | $45,693 | $10,771 | $300 | $7,800 | — |
| 2023 | $43,609 | $8,323 | — | — | — |
| 2022 | $26,332 | $5,262 | — | — | — |