# Hartwick College 401(k) Plan
Source: https://planprovider.pro/companies/hartwick-college-401k-plan

> Hartwick College's 401(k) plan: 467 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hartwick College

- **Sponsor EIN:** 150533561

- **Sponsor Address:** ONE HARTWICK DRIVE, ONEONTA, NY, 138204000

- **Plan Type:** 401(k)

- **Total Participants:** 467

- **Total Assets:** $105.4M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|467|$105.4M|$1.0M|$1.4M|

| 2023|514|$97.3M|$1.0M|$1.4M|

| 2022|506|$88.0M|$1.0M|$1.4M|

## 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|

| TIAA|RECORDKEEPER|$67,642|—|$67,642|

| FIDUCIARY INVESTMENT ADVISORS, LLC|ADVISOR|$33,011|—|$33,011|

| BERRYDUNN|AUDITOR|$15,000|—|$15,000|

| BERRY, DUNN, MCNEIL & PARKER (NY),|Auditor|$15,000|—|$15,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $130,653

- **Estimated Expense Ratio:** 0.124% 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|$117,410|$33,011|$69,399|$15,000|—|

| 2023|$98,027|$25,525|$58,002|$14,500|—|

| 2022|$90,857|$24,782|$53,175|—|$12,900|

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