Plan Snapshot
- Plan Sponsor: Orleans Community Health
- Sponsor EIN: 160755799
- Sponsor Address: 200 OHIO STREET, MEDINA, NY, 141031063
- Plan Type: 403(b)
- Total Participants: 352
- Total Assets: $18.4M
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 | 352 | $18.4M | $172,174 | $754,231 |
| 2023 | 306 | $12.5M | $0 | $685,492 |
| 2022 | 291 | $10.3M | $0 | $638,235 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $42,305 | — | $42,305 |
| LUMSDEN & MCCORMICK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- LUMSDEN & MCCORMICK, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,305
- Estimated Expense Ratio: 0.230% 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 | $43,015 | $15 | $43,000 | — | — |
| 2023 | $31,622 | $15 | $31,607 | — | — |
| 2022 | $34,669 | $15 | $34,654 | — | — |