# Samaritan Medical Center 401(k) Plan
Source: https://planprovider.pro/companies/samaritan-medical-center-401k-plan

> Samaritan Medical Center's 401(k) plan: 2,317 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Samaritan Medical Center

- **Sponsor EIN:** 150533577

- **Sponsor Address:** 830 WASHINGTON STREET, WATERTOWN, NY, 13601

- **Plan Type:** 401(k)

- **Total Participants:** 2,317

- **Total Assets:** $209.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|2,317|$209.6M|$5.3M|$7.4M|

| 2023|2,213|$194.0M|$4.9M|$7.2M|

| 2022|1,502|$171.0M|$4.5M|$6.8M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$94,395|—|$94,395|

| FUSTCHARLES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [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:** $94,395

- **Estimated Expense Ratio:** 0.045% 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|$94,395|—|—|—|—|

| 2023|$58,850|—|—|—|—|

| 2022|$141,627|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/samaritan-medical-center-401k-plan)

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