Plan Snapshot
- Plan Sponsor: Ballentine Partners, LLC
- Sponsor EIN: 271557796
- Sponsor Address: PO BOX 1860, WOLFEBORO, NH, 03894
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $29.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 130 | $29.7M | $757,934 | $1.7M |
| 2023 | 121 | $25.4M | $532,544 | $1.5M |
| 2022 | 116 | $19.5M | $496,863 | $1.4M |
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 |
|---|---|---|---|---|
| BAKER NEWMAN AND NOYES | 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 | $2,347 | $598 | — | — | — |
| 2023 | $1,707 | $109 | — | — | — |
| 2022 | $1,196 | — | — | — | — |