# Ellis Hospital 403(b) Plan
Source: https://planprovider.pro/companies/ellis-hospital-403b-plan

> Ellis Hospital's 403(b) plan: 2,732 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fustcharles-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|—|—|

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