Plan Snapshot
- Plan Sponsor: The College Of Saint Rose
- Sponsor EIN: 141338371
- Sponsor Address: 432 WESTERN AVENUE, ALBANY, NY, 12203
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 464
- Total Assets: $129.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2023 | 464 | $129.3M | $603,990 | $1.3M |
| 2022 | 478 | $118.4M | $567,319 | $1.5M |
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 |
|---|---|---|---|---|
| CAPTRUST | Other Service Provider | $33,750 | — | $33,750 |
| TIAA | Recordkeeper | $5,192 | — | $5,192 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,942
- Estimated Expense Ratio: 0.030% 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 |
|---|---|---|---|---|---|
| 2023 | $38,942 | $33,750 | $3,000 | — | — |
| 2022 | $15,325 | — | — | — | $11,600 |