Plan Snapshot
- Plan Sponsor: Addison County Home Health & Hospice, INC.
- Sponsor EIN: 237032401
- Sponsor Address: 254 ETHAN ALLEN HIGHWAY, NEW HAVEN, VT, 05472
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 76 | $7.1M | $132,103 | $356,409 |
| 2023 | 80 | $6.0M | $140,948 | $357,383 |
| 2022 | 78 | $5.3M | $134,168 | $383,112 |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | Recordkeeper | $12,367 | — | $12,367 |
| CETERA INVESTMENT ADVISERS LLC | Investment Advisor | $11,106 | — | $11,106 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,473
- Estimated Expense Ratio: 0.333% 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 | $23,473 | $11,106 | — | — | — |
| 2023 | $22,991 | $9,610 | — | — | — |
| 2022 | $23,913 | — | $23,913 | — | — |