Plan Snapshot
- Plan Sponsor: Paul Smith'S College Of Arts And Sciences
- Sponsor EIN: 150533545
- Sponsor Address: PO BOX 265, PAUL SMITHS, NY, 129700265
- Plan Type: 403(b)
- Total Participants: 112
- Total Assets: $30.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 112 | $30.2M | $380,887 | $470,956 |
| 2023 | 112 | $28.0M | $332,039 | $472,175 |
| 2022 | 126 | $25.3M | $385,883 | $585,449 |
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 |
|---|---|---|---|---|
| CROWLEY & HALLORAN, CPAS, P.C. | Auditor | — | — | $0 |
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 | $21,838 | — | $21,838 | — | — |
| 2023 | $16,667 | — | $16,667 | — | — |
| 2022 | $14,974 | — | $14,974 | — | — |