2023 Form 5500 filing — Hartwick College 403(B) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709100302NAL0028711714001) for Hartwick College 403(B) Retirement Plan, reported by Hartwick College under EIN 15-0533561 and plan number 001. It reports 928 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709100302NAL0028711714001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hartwick College
- EIN
- 15-0533561
- Plan number
- 001
- Location
- Oneonta, NY
- Participants
- 928
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,326,879
- Net assets (EOY)
- $97,326,879
- Employer contributions
- $1,023,172
- Participant contributions
- $1,422,482
- Total income / additions
- $14,714,193
- Benefits paid
- $5,268,415
- Administrative expenses
- $98,027
- Total expenses
- $5,366,442
- Net increase / (decrease)
- $9,347,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $57,507 | $0 |
| Fiduciary Investment Advisors, LLC | ADVISOR | $25,525 | not reported in the loaded dataset |
| Berrydunn | AUDITOR | $14,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $945 | $0 |