Plan Snapshot
- Plan Sponsor: Keuka College
- Sponsor EIN: 166054295
- Sponsor Address: 141 CENTRAL AVENUE, KEUKA PARK, NY, 14478
- Plan Type: 403(b)
- Total Participants: 193
- Total Assets: $43.9M
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 | 193 | $43.9M | $390,509 | $725,005 |
| 2023 | 198 | $44.0M | $419,900 | $770,020 |
| 2022 | 215 | $40.9M | $371,732 | $693,420 |
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 |
|---|---|---|---|---|
| EFPR GROUP CPAS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EFPR GROUP CPAS, PLLC — Auditor
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 | $58,243 | $33,598 | $195 | — | — |
| 2023 | $45,100 | $16,310 | $8 | $7,000 | — |
| 2022 | $45,017 | $23,752 | — | — | — |