Plan Snapshot
- Plan Sponsor: Bear Mountain Healthcare, LLC
- Sponsor EIN: 814750544
- Sponsor Address: 130 SOUTH MAIN STREET, THOMASTON, CT, 06787
- Plan Type: 401(k)
- Total Participants: 1,960
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 1,960 | $4.4M | $0 | $701,012 |
| 2023 | 1,689 | $4.2M | $0 | $862,876 |
| 2022 | 2,407 | $3.2M | $0 | $1.0M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $44,474 | — | — | — | — |
| 2023 | $36,169 | — | — | — | — |
| 2022 | $35,557 | — | — | — | $35,557 |