Plan Snapshot
- Plan Sponsor: Trudeau Institute, INC.
- Sponsor EIN: 141401413
- Sponsor Address: 154 ALGONQUIN AVENUE, SARANAC LAKE, NY, 12983
- Plan Type: 403(b)
- Total Participants: 75
- Total Assets: $29.9M
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 | 75 | $29.9M | $216,596 | $254,376 |
| 2023 | 75 | $29.0M | $220,618 | $242,374 |
| 2022 | 83 | $27.0M | $216,147 | $231,795 |
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 | Other Service Provider | $9,935 | — | $9,935 |
| GLOBAL RETIREMENT PARTNERS, LLC | Other Service Provider | $9,500 | — | $9,500 |
| BST & CO. CPA'S LLP | Other Service Provider | $6,350 | — | $6,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Other Service Provider
- GLOBAL RETIREMENT PARTNERS, LLC — Other Service Provider
- BST & CO. CPA'S LLP — Other Service Provider
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,785
- Estimated Expense Ratio: 0.086% 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 | $27,430 | $9,500 | $11,580 | $6,350 | — |
| 2023 | $38,696 | $19,000 | $11,021 | $8,675 | — |
| 2022 | $35,045 | — | $35,045 | — | — |