Plan Snapshot
- Plan Sponsor: Ithaca College
- Sponsor EIN: 150532204
- Sponsor Address: 953 DANBY ROAD, ITHACA, NY, 14850
- Plan Type: 403(b)
- Total Participants: 1,595
- Total Assets: $635.3M
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 | 1,595 | $635.3M | $6.4M | $8.5M |
| 2023 | 1,624 | $596.6M | $6.2M | $7.9M |
| 2022 | 1,507 | $548.1M | $6.8M | $8.0M |
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 |
|---|---|---|---|---|
| GRANT THORNTON, LLP | Auditor | $29,768 | — | $29,768 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,768
- Estimated Expense Ratio: 0.005% 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 | $466,402 | $271,153 | $11 | $29,768 | — |
| 2023 | $419,428 | $248,225 | $1,788 | $29,767 | — |
| 2022 | $385,456 | $78,277 | — | — | $35,525 |