Plan Snapshot
- Plan Sponsor: Alderman Holding Corporation
- Sponsor EIN: 263940799
- Sponsor Address: 33 SEWARD ROAD, RUTLAND, VT, 05701
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 106
- Total Assets: $12.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 106 | $12.1M | $0 | $0 |
| 2024 | 82 | $12.5M | $200,000 | $384,661 |
| 2023 | 85 | $11.4M | $200,000 | $435,222 |
| 2022 | 81 | $9.6M | $200,000 | $446,936 |
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 |
|---|---|---|---|---|
| DANNIBLE & MCKEE, LLP | Other Service Provider | $9,738 | — | $9,738 |
| PLAN INTEGRITY PARTNERS, LLC | Other Service Provider | $7,584 | — | $7,584 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,322
- Estimated Expense Ratio: 0.143% 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 |
|---|---|---|---|---|---|
| 2025 | $2,751,884 | — | — | $9,738 | — |
| 2024 | $20,636 | $5,000 | — | $9,200 | — |
| 2023 | $20,311 | — | — | $8,750 | — |
| 2022 | $24,876 | $5,000 | $126 | — | $19,750 |