# Mental Health Association Of Columbia-Greene Counties, INC. DC Plan
Source: https://planprovider.pro/companies/mental-health-association-of-columbia-greene-counties-inc-plan

> Mental Health Association Of Columbia-Greene Counties, INC.'s DC plan: 269 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mental Health Association Of Columbia-Greene Counties, INC.

- **Sponsor EIN:** 146030796

- **Sponsor Address:** 713 UNION STREET, HUDSON, NY, 12534

- **Plan Type:** DC

- **Total Participants:** 269

- **Total Assets:** $3.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|269|$3.2M|$274,951|$59,391|

| 2023|248|$3.0M|$275,569|$45,609|

| 2022|246|$2.5M|$233,600|$28,511|

## 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|

| HELLER PENSION ASSOC., INC.|TPA|$7,685|—|$7,685|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,685

- **Estimated Expense Ratio:** 0.243% 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|$8,946|$2,615|—|—|—|

| 2023|$2,722|$2,245|—|—|—|

| 2022|$2,895|$2,895|—|—|—|

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