Plan Snapshot
- Plan Sponsor: St. James Hospital
- Sponsor EIN: 160743310
- Sponsor Address: 7329 SENECA RD NORTH, HORNELL, NY, 14843
- Plan Type: 401(k)
- Total Participants: 301
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 301 | $9.3M | $500,600 | $932,781 |
| 2023 | 433 | $7.9M | $509,748 | $876,355 |
| 2022 | 356 | $6.3M | $391,097 | $761,459 |
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 |
|---|---|---|---|---|
| BONADIO & CO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $104,207 | $23,650 | — | — | — |
| 2023 | $87,166 | $22,946 | $64,220 | — | — |
| 2022 | $76,888 | $16,534 | $60,354 | — | — |