Plan Snapshot
- Plan Sponsor: Russell Sage College
- Sponsor EIN: 141338488
- Sponsor Address: 65 1ST STREET, TROY, NY, 12180
- Plan Type: 403(b)
- Total Participants: 878
- Total Assets: $116.8M
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 | 878 | $116.8M | $673,347 | $1.3M |
| 2023 | 973 | $109.4M | $614,996 | $1.2M |
| 2022 | 660 | $102.4M | $681,908 | $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 |
|---|---|---|---|---|
| BONADIO & CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO 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 | $97,280 | $47,656 | — | — | — |
| 2023 | $114,706 | $53,811 | — | $5,125 | — |
| 2022 | $74,988 | — | — | — | $29,237 |