Plan Snapshot
- Plan Sponsor: Suny Cobleskill Auxiliary Services, INC
- Sponsor EIN: 141416206
- Sponsor Address: 152 ALBANY AVE., COBLESKILL, NY, 120435750
- Plan Type: 403(b)
- Total Participants: 120
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 120 | $9.7M | $218,055 | $239,408 |
| 2023 | 111 | $9.3M | $157,803 | $223,884 |
| 2022 | 103 | $8.3M | $152,510 | $203,913 |
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 |
|---|---|---|---|---|
| TIAA | PARTY-IN-INTEREST | $5,805 | — | $5,805 |
| BOWERS & COMPANY CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — PARTY-IN-INTEREST
- BOWERS & COMPANY CPAS PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,805
- Estimated Expense Ratio: 0.060% 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 | $5,736 | — | $5,736 | — | — |
| 2023 | $6,212 | — | $6,212 | — | — |
| 2022 | $8,181 | — | $8,181 | — | — |