Plan Snapshot
- Plan Sponsor: Hilbert College
- Sponsor EIN: 166031585
- Sponsor Address: 5200 SOUTH PARK AVENUE, HAMBURG, NY, 14075
- Plan Type: 403(b)
- Total Participants: 116
- Total Assets: $36.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 116 | $36.0M | $411,144 | $720,547 |
| 2023 | 124 | $34.1M | $387,811 | $659,194 |
| 2022 | 109 | $31.7M | $381,601 | $625,169 |
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 | $31,911 | — | $31,911 |
| GLOBAL RETIREMENT PARTNERS, LLC | ADVISOR | $9,000 | — | $9,000 |
| LUMSDEN & MCCORMICK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS, LLC — ADVISOR
- LUMSDEN & MCCORMICK, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,911
- Estimated Expense Ratio: 0.114% 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 | $49,761 | — | $49,489 | — | — |
| 2023 | $53,255 | — | $53,085 | — | — |
| 2022 | $43,994 | — | $43,994 | — | — |