Plan Snapshot
- Plan Sponsor: Le Moyne College
- Sponsor EIN: 150545841
- Sponsor Address: 1419 SALT SPRINGS ROAD, SYRACUSE, NY, 13214
- Plan Type: 403(b)
- Total Participants: 1,009
- Total Assets: $222.7M
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 | 1,009 | $222.7M | $3.7M | $3.2M |
| 2023 | 1,022 | $207.7M | $3.5M | $3.2M |
| 2022 | 598 | $189.1M | $3.2M | $3.0M |
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 |
|---|---|---|---|---|
| FREED MAXICK P.C. | Auditor | $13,500 | — | $13,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,500
- Estimated Expense Ratio: 0.006% 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 | $103,605 | $85,957 | — | $13,500 | — |
| 2023 | $65,503 | $49,379 | — | $12,500 | — |
| 2022 | $62,065 | $47,940 | — | — | $11,000 |