# The College Of Saint Rose 403(b) Plan
Source: https://planprovider.pro/companies/the-college-of-saint-rose-403b-plan

> The College Of Saint Rose's 403(b) 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:** The College Of Saint Rose

- **Sponsor EIN:** 141338371

- **Sponsor Address:** 432 WESTERN AVENUE, ALBANY, NY, 12203

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2024|0|$0|$266,166|$666,114|

| 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|NONE|$67,500|—|$67,500|

| UHY LLP|Auditor|$18,450|—|$18,450|

| TIAA|NONE|$10,384|—|$10,384|

### Verified Provider Profiles

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

- [CAPTRUST](https://planprovider.pro/provider/captrust) — NONE

- [UHY LLP](https://planprovider.pro/provider/uhy-llp) — Auditor

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $96,334

### 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|$78,372|$45,000|—|$18,450|—|

| 2023|$38,942|$33,750|$3,000|—|—|

| 2022|$15,325|—|—|—|$11,600|

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