Plan Snapshot
- Plan Sponsor: Hobart And William Smith Colleges
- Sponsor EIN: 160743040
- Sponsor Address: 337 PULTENEY STREET, GENEVA, NY, 144563301
- Plan Type: 403(b)
- Total Participants: 651
- Total Assets: $240.5M
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 | 651 | $240.5M | $2.9M | $4.2M |
| 2023 | 634 | $228.5M | $2.3M | $3.9M |
| 2022 | 739 | $208.6M | $1.9M | $3.7M |
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 | $25,850 | — | $25,850 |
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: $25,850
- Estimated Expense Ratio: 0.011% 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 | $135,242 | $24,750 | — | $25,850 | — |
| 2023 | $159,081 | $24,750 | — | $44,500 | — |
| 2022 | $119,950 | $24,750 | — | — | — |