Plan Snapshot
- Plan Sponsor: Southampton Hospital Association
- Sponsor EIN: 111667765
- Sponsor Address: 240 MEETING HOUSE LN, SOUTHAMPTON, NY, 119685009
- Plan Type: DB
- Total Participants: 0
- Total Assets: $21.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $21.8M | $58,813 | $0 |
| 2023 | 0 | $25.5M | $374,837 | $0 |
| 2022 | 0 | $24.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $62,879 | — | $62,879 |
| CAPFINANCIAL PARTNERS, L | INVESTMENT ADVISORY | $3,710 | $23,150 | $26,860 |
| FUSTCHARLES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUSTCHARLES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,739
- Estimated Expense Ratio: 0.412% 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 | $154,625 | $5,210 | $62,879 | — | — |
| 2023 | $333,749 | — | $34,549 | — | — |
| 2022 | $212,828 | — | $26,900 | — | — |