# Southampton Hospital Association DB Plan
Source: https://planprovider.pro/companies/southampton-hospital-association-plan

> Southampton Hospital Association's DB plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|—|—|

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