# O'Connor Hospital 403(b) Plan
Source: https://planprovider.pro/companies/oconnor-hospital-403b-plan

> O'Connor Hospital's 403(b) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** O'Connor Hospital

- **Sponsor EIN:** 161540394

- **Sponsor Address:** 460 ANDES ROAD, DELHI, NY, 13753

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

- **Total Participants:** 178

- **Total Assets:** $9.4M

## 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|178|$9.4M|$83,382|$419,234|

| 2023|115|$8.7M|$306,088|$298,206|

| 2022|138|$7.2M|$320,133|$238,716|

## 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|

| FUSTCHARLES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FUSTCHARLES LLP](https://planprovider.pro/provider/fustcharles-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|$8,518|$1,092|—|—|—|

| 2023|$57,508|$36,125|$3,288|—|—|

| 2022|$54,792|—|$54,792|—|—|

## Similar Plans

- [Brylin Hospitals, INC.](https://planprovider.pro/companies/brylin-hospitals-inc-401k-plan) — 183 participants

- [Bassett Hospital Of Schoharie County Dba](https://planprovider.pro/companies/bassett-hospital-of-schoharie-county-403b-plan) — 190 participants

- [Ellis Medicine](https://planprovider.pro/companies/ellis-medicine-plan) — 197 participants

- [Medical Arts Sanitarium, INC.](https://planprovider.pro/companies/cornerstone-treatment-facilities-network-401k-plan) — 197 participants

- [Guthrie Cortland Medical Center](https://planprovider.pro/companies/guthrie-cortland-medical-center-plan) — 150 participants

- [St. Barnabas Hospital INC.](https://planprovider.pro/companies/st-barnabas-hospital-inc-plan) — 207 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oconnor-hospital-403b-plan)

© 2026 PlanProvider.Pro