# Healthalliance Hospital - Mary'S Avenue Campus 403(b) Plan
Source: https://planprovider.pro/companies/healthalliance-hospital-mary-s-avenue-campus-403b-plan

> Healthalliance Hospital - Mary'S Avenue Campus's 403(b) plan: 1,286 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Healthalliance Hospital - Mary'S Avenue Campus

- **Sponsor EIN:** 141338470

- **Sponsor Address:** 105 MARY'S AVENUE, KINGSTON, NY, 124015848

- **Plan Type:** 403(b)

- **Total Participants:** 1,286

- **Total Assets:** $103.1M

## 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|1,286|$103.1M|$1.8M|$5.1M|

| 2023|1,246|$91.8M|$1.6M|$4.5M|

| 2022|1,107|$78.6M|$1.3M|$3.8M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$165,799|—|$165,799|

| CAPFINANCIAL (CAPTRUST)|NONE|$53,415|—|$53,415|

| PKF O'CONNOR DAVIES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $219,214

- **Estimated Expense Ratio:** 0.213% 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|$177,688|$6,844|—|—|—|

| 2023|$174,060|—|—|—|—|

| 2022|$144,187|—|$144,187|—|—|

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