# St. Elizabeth Medical Center 401(k) Plan
Source: https://planprovider.pro/companies/st-elizabeth-medical-center-401k-plan

> St. Elizabeth Medical Center's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/bpas) — RECORDKEEPER

- [HEALTHCARE COMMUNITY SECURITIES COR](https://planprovider.pro/provider/aspire-financial-services) — REG INVESTMENT ADVISOR

- [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:** $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|—|—|

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

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