Plan Snapshot
- Plan Sponsor: Golub Corporation
- Sponsor EIN: 140724820
- Sponsor Address: 461 NOTT STREET, SCHENECTADY, NY, 12308
- Plan Type: DB
- Total Participants: 5,711
- Total Assets: $366.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 5,711 | $366.5M | $0 | $0 |
| 2024 | 6,531 | $369.9M | $0 | $0 |
| 2023 | 7,981 | $363.7M | $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 |
|---|---|---|---|---|
| TEAL, BECKER, & CHIARAMONTE, CPAS P | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEAL, BECKER, & CHIARAMONTE, CPAS P — 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 |
|---|---|---|---|---|---|
| 2025 | $3,190,043 | $1,739,786 | — | — | — |
| 2024 | $4,954,078 | $2,045,042 | — | — | — |
| 2023 | $2,487,550 | $2,487,550 | — | — | — |