Plan Snapshot
- Plan Sponsor: Finger Lakes Regional Health System, INC.
- Sponsor EIN: 223193606
- Sponsor Address: 196 NORTH STREET, GENEVA, NY, 14456
- Plan Type: 403(b)
- Total Participants: 1,624
- Total Assets: $104.8M
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 | 1,624 | $104.8M | $942,116 | $5.5M |
| 2023 | 1,183 | $99.8M | $1.6M | $5.1M |
| 2022 | 1,183 | $88.3M | $1.6M | $4.9M |
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 |
|---|---|---|---|---|
| BONADIO & CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO 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 | $340,372 | $182,923 | — | — | — |
| 2023 | $209,941 | — | — | — | — |
| 2022 | $264,296 | — | — | — | — |