Plan Snapshot
- Plan Sponsor: Northern Oswego County Health Services, INC.
- Sponsor EIN: 237036393
- Sponsor Address: 61 DELANO ST., PULASKI, NY, 13142
- Plan Type: 403(b)
- Total Participants: 310
- Total Assets: $17.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 310 | $17.0M | $356,685 | $1.3M |
| 2023 | 305 | $14.5M | $383,432 | $1.3M |
| 2022 | 215 | $11.4M | $427,853 | $1.2M |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | RECORD KEEPER | $79,803 | — | $79,803 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COHNREZNICK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,803
- Estimated Expense Ratio: 0.468% 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 | $82,945 | $3,142 | — | — | — |
| 2023 | $96,793 | — | $96,793 | — | — |
| 2022 | $90,032 | $89,792 | $240 | — | — |