Plan Snapshot
- Plan Sponsor: Union College
- Sponsor EIN: 141338580
- Sponsor Address: 807 UNION STREET, SCHENECTADY, NY, 12308
- Plan Type: 403(b)
- Total Participants: 942
- Total Assets: $407.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 942 | $407.4M | $6.0M | $4.7M |
| 2023 | 916 | $384.4M | $5.9M | $4.6M |
| 2022 | 1,020 | $346.2M | $6.1M | $4.7M |
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 | $129,390 | $22,427 | $63,085 | — | — |
| 2023 | $103,529 | $8,760 | $49,589 | — | — |
| 2022 | $133,878 | — | $78,177 | — | — |