Plan Snapshot
- Plan Sponsor: Appalachian Mountain Club
- Sponsor EIN: 046001677
- Sponsor Address: 10 CITY SQUARE, BOSTON, MA, 02129
- Plan Type: 403(b)
- Total Participants: 230
- Total Assets: $47.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 230 | $47.1M | $613,774 | $1.2M |
| 2023 | 232 | $42.7M | $641,017 | $1.1M |
| 2022 | 235 | $35.3M | $593,195 | $941,184 |
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 |
|---|---|---|---|---|
| TONNESON & CO. | Auditor | — | — | $0 |
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 | $225 | — | $225 | — | — |
| 2023 | $125 | — | $125 | — | — |
| 2022 | $25 | — | $25 | — | — |