# Paul Smith'S College Of Arts And Sciences 403(b) Plan
Source: https://planprovider.pro/companies/paul-smith-s-college-of-arts-and-sciences-403b-plan

> Paul Smith'S College Of Arts And Sciences's 403(b) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TIAA TEACHERS INSURANCE AND ANNUITY|Other Service Provider|$21,988|—|$21,988|

| 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:** $21,988

- **Estimated Expense Ratio:** 0.073% 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|$21,838|—|$21,838|—|—|

| 2023|$16,667|—|$16,667|—|—|

| 2022|$14,974|—|$14,974|—|—|

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