Plan Snapshot
- Plan Sponsor: Hudson Headwaters Health Network
- Sponsor EIN: 141628237
- Sponsor Address: 9 CAREY RD, QUEENSBURY, NY, 128047880
- Plan Type: 403(b)
- Total Participants: 1,070
- Total Assets: $115.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,070 | $115.2M | $3.8M | $6.5M |
| 2023 | 1,061 | $102.9M | $3.5M | $6.1M |
| 2022 | 957 | $81.9M | $3.1M | $5.3M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2024 | $124,377 | — | $124,377 | — | — |
| 2023 | $106,204 | — | $106,204 | — | — |
| 2022 | $101,568 | — | $101,568 | — | — |