Plan Snapshot
- Plan Sponsor: Bellwether Community Credit Union
- Sponsor EIN: 020196520
- Sponsor Address: 425 HOOKSETT RD, MANCHESTER, NH, 03104
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $19.4M
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. |
|---|---|---|---|---|
| 2024 | 84 | $19.4M | $406,097 | $568,371 |
| 2023 | 79 | $19.8M | $458,594 | $540,775 |
| 2022 | 88 | $17.1M | $448,382 | $548,507 |
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 |
|---|---|---|---|---|
| BDMP ASSURANCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDMP ASSURANCE, LLP — Auditor
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 | $44,969 | — | $44,969 | — | — |
| 2023 | $47,092 | — | $47,092 | — | — |
| 2022 | $56,545 | $15,648 | $40,897 | — | — |