# Alderman Holding Corporation DC Plan
Source: https://planprovider.pro/companies/alderman-holding-corporation-plan

> Alderman Holding Corporation&#39;s DC plan: 82 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alderman Holding Corporation

- **Sponsor EIN:** 263940799

- **Sponsor Address:** 33 SEWARD ROAD, RUTLAND, VT, 05701

- **Plan Type:** DC

- **Total Participants:** 82

- **Total Assets:** $12.5M

## 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.|

| 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|Auditor|$9,200|—|$9,200|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DANNIBLE & MCKEE, LLP](https://planprovider.pro/provider/dannible-and-mckee-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $9,200

- **Estimated Expense Ratio:** 0.074% 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|$20,636|$5,000|—|$9,200|—|

| 2023|$20,311|—|—|$8,750|—|

| 2022|$24,876|$5,000|$126|—|$19,750|

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