# Trudeau Institute, INC. 403(b) Plan
Source: https://planprovider.pro/companies/trudeau-institute-inc-403b-plan

> Trudeau Institute, INC.'s 403(b) plan: 75 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Other Service Provider

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — Other Service Provider

- [BST & CO. CPA'S LLP](https://planprovider.pro/provider/bst-and-co-cpas-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trudeau-institute-inc-403b-plan)

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