Plan Snapshot
- Plan Sponsor: North Country Family Health Center
- Sponsor EIN: 161030802
- Sponsor Address: 238 ARSENAL STREET, WATERTOWN, NY, 13601
- Plan Type: 403(b)
- Total Participants: 159
- Total Assets: $11.5M
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 | 159 | $11.5M | $220,147 | $831,652 |
| 2023 | 139 | $7.1M | $170,165 | $692,217 |
| 2022 | 156 | $5.9M | $166,445 | $621,337 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — 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 | $25,933 | — | $6,358 | — | — |
| 2023 | $24,206 | — | $10,079 | — | — |
| 2022 | $18,822 | — | $18,822 | — | — |