Plan Snapshot
- Plan Sponsor: The House Of The Good Shepherd
- Sponsor EIN: 150532199
- Sponsor Address: 100 LOMOND COURT, UTICA, NY, 135025956
- Plan Type: 403(b)
- Total Participants: 399
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 399 | $13.3M | $292,342 | $1.1M |
| 2023 | 391 | $11.7M | $277,657 | $960,282 |
| 2022 | 361 | $9.8M | $218,612 | $809,516 |
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 | $83,312 | $48,817 | $34,495 | — | — |
| 2023 | $72,464 | $41,247 | $28,832 | — | — |
| 2022 | $66,439 | $38,729 | $25,290 | — | — |