Plan Snapshot
- Plan Sponsor: Morrisville Aux Of Stateunivcollege Of Agri And Tech At Morrisvilleinc
- Sponsor EIN: 150560110
- Sponsor Address: P.O.BOX 901, MORRISVILLE, NY, 13408
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 129
- Total Assets: $12.7M
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 | 129 | $12.7M | $218,700 | $153,287 |
| 2023 | 137 | $11.8M | $218,424 | $106,965 |
| 2022 | 135 | $10.8M | $214,667 | $105,141 |
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 |
|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | Recordkeeper | $32,008 | — | $32,008 |
| LPL FINANCIAL | Other Service Provider | $29,880 | — | $29,880 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS INSURANCE AND ANNUITY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,888
- Estimated Expense Ratio: 0.486% 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 | $61,813 | — | $61,813 | — | — |
| 2023 | $51,553 | — | $51,553 | — | — |
| 2022 | $56,274 | — | $56,274 | — | — |