Plan Snapshot
- Plan Sponsor: Fenimore Art Museum
- Sponsor EIN: 150539110
- Sponsor Address: 5798 STATE HIGHWAY 80, COOPERSTOWN, NY, 13326
- Plan Type: 403(b)
- Total Participants: 76
- Total Assets: $14.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 76 | $14.5M | $321,245 | $161,324 |
| 2023 | 141 | $13.5M | $288,410 | $149,268 |
| 2022 | 132 | $12.0M | $255,959 | $137,855 |
| 2021 | 130 | $13.8M | $0 | $0 |
| 2020 | 136 | $12.8M | $0 | $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 |
|---|---|---|---|---|
| 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: $0
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 | $225 | — | — | — | — |
| 2023 | $75 | — | — | — | — |
| 2022 | $1,835 | — | — | — | — |
| 2021 | $2,764 | — | — | — | — |
| 2020 | $1,789 | — | $137 | — | — |