# St. Lawrence Health System, INC. 403(b) Plan
Source: https://planprovider.pro/companies/st-lawrence-health-system-inc-403b-plan

> St. Lawrence Health System, INC.'s 403(b) plan: 2,142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** St. Lawrence Health System, INC.

- **Sponsor EIN:** 464259168

- **Sponsor Address:** 50 LEROY STREET, POTSDAM, NY, 13676

- **Plan Type:** 403(b)

- **Total Participants:** 2,142

- **Total Assets:** $173.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|2,142|$173.1M|$7.7M|$11.7M|

| 2023|2,152|$148.7M|$11.3M|$11.2M|

| 2022|2,075|$118.6M|$6.3M|$9.9M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$498,625|—|$498,625|

| HEALTHCARE COMM. SECURITIES CORP|BROKER|—|$247,184|$247,184|

| FREED MAXICK P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $745,809

- **Estimated Expense Ratio:** 0.431% 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|$498,625|—|—|—|—|

| 2023|$414,363|—|—|—|—|

| 2022|$378,424|—|—|—|—|

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