Plan Snapshot
- Plan Sponsor: Ellis Hospital
- Sponsor EIN: 141338428
- Sponsor Address: 1101 NOTT STREET, SCHENECTADY, NY, 12308
- Plan Type: 403(b)
- Total Participants: 2,732
- Total Assets: $268.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 2,732 | $268.7M | $5.4M | $10.7M |
| 2023 | 2,790 | $253.8M | $5.1M | $10.0M |
| 2022 | 2,641 | $230.5M | $5.1M | $9.6M |
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 |
|---|---|---|---|---|
| VALIC RETIREMENT SERVICES CO | NONE | $660,382 | — | $660,382 |
| FUST CHARLES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUST CHARLES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $660,382
- Estimated Expense Ratio: 0.246% 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 | $646,421 | — | $646,421 | — | — |
| 2023 | $622,242 | — | $619,788 | — | — |
| 2022 | $650,711 | — | $648,302 | — | — |