# Munson Williams Proctor Institute 403(b) Plan
Source: https://planprovider.pro/companies/munson-williams-proctor-institute-403b-plan

> Munson Williams Proctor Institute's 403(b) plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Munson Williams Proctor Institute

- **Sponsor EIN:** 150532214

- **Sponsor Address:** 310 GENESEE STREET, UTICA, NY, 135024764

- **Plan Type:** 403(b)

- **Total Participants:** 107

- **Total Assets:** $22.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|107|$22.1M|$285,182|$464,069|

| 2023|103|$20.0M|$265,649|$416,892|

| 2022|108|$17.9M|$235,436|$399,432|

## 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|

| MUNSON WILLIAMS PROCTOR INSTITUTE|Other Service Provider|$38,667|—|$38,667|

| TIAA|Other Service Provider|$5,560|—|$5,560|

| GROSSMAN ST. AMOUR CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Other Service Provider

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $44,227

- **Estimated Expense Ratio:** 0.200% 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|$44,002|—|—|—|—|

| 2023|$2,629|—|—|—|—|

| 2022|$576|—|—|—|—|

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