Plan Snapshot
- Plan Sponsor: St. Elizabeth Medical Center
- Sponsor EIN: 150532245
- Sponsor Address: 2209 GENESEE ST, UTICA, NY, 135015930
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 910 | $101.6M | $2.7M | $3.9M |
| 2022 | 920 | $87.6M | $3.0M | $4.4M |
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 |
|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC | RECORDKEEPER | $333,538 | — | $333,538 |
| HEALTHCARE COMMUNITY SECURITIES COR | REG INVESTMENT ADVISOR | $94,970 | — | $94,970 |
| FUSTCHARLES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT PLANS ADMIN SERVICES, INC — RECORDKEEPER
- HEALTHCARE COMMUNITY SECURITIES COR — REG INVESTMENT ADVISOR
- FUSTCHARLES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $428,508
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 | $458 | — | $388 | — | — |
| 2023 | $214,254 | $185,652 | $21,485 | — | — |
| 2022 | $209,698 | $181,297 | $20,418 | — | — |