Plan Snapshot
- Plan Sponsor: Associated Builders & Contractors Nh/Vt
- Sponsor EIN: 020329382
- Sponsor Address: 590 HANCOCK ROAD, PETERBOROUGH, NH, 03458
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 670
- Total Assets: $16.5M
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. |
|---|---|---|---|---|
| 2023 | 670 | $16.5M | $1.1M | $1.7M |
| 2022 | 773 | $12.8M | $0 | $0 |
| 2021 | 490 | $14.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $57,722 | — | $57,722 |
| GRANITE FINANCIAL PARTNERS | Investment Advisor | $34,393 | — | $34,393 |
| TRANSAMERICA RETIREMENT SOLUTIONS, | Recordkeeper | $22,041 | — | $22,041 |
| COMPASS 360 | Other Service Provider | $15,173 | — | $15,173 |
| WEISER LLP | Auditor | $6,633 | — | $6,633 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,962
- Estimated Expense Ratio: 0.823% 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 |
|---|---|---|---|---|---|
| 2023 | $136,188 | $34,589 | $15,173 | $6,663 | — |
| 2022 | $713,895 | — | $116,423 | — | — |
| 2021 | $1,231,079 | $30,237 | $81,717 | — | — |