Plan Snapshot
- Plan Sponsor: University Auxiliary Services At Albany, INC.
- Sponsor EIN: 141397537
- Sponsor Address: 1400 WASHINGTON AVE., CAMPUS CENTER, ALBANY, NY, 122220100
- Plan Type: DC
- Total Participants: 27
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 27 | $9.1M | $265,927 | $0 |
| 2023 | 28 | $8.3M | $247,552 | $0 |
| 2022 | 26 | $7.5M | $254,481 | $0 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY 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 | $8,717 | — | $8,717 | — | — |
| 2023 | $6,976 | — | $6,976 | — | — |
| 2022 | $6,114 | — | $6,114 | — | — |