Plan Snapshot
- Plan Sponsor: Bethel Mills
- Sponsor EIN: 030105255
- Sponsor Address: PO BOX 61, BETHEL, VT, 05032
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $3.8M
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 | 95 | $3.8M | $353,159 | $246,844 |
| 2023 | 92 | $2.9M | $378,092 | $236,721 |
| 2022 | 129 | $2.1M | $205,546 | $199,022 |
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 |
|---|---|---|---|---|
| CETERA | Investment Advisor | $15,566 | — | $15,566 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,566
- Estimated Expense Ratio: 0.406% 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 |
|---|---|---|---|---|---|
| 2024 | $23,353 | — | $23,353 | — | — |
| 2023 | $17,253 | — | $17,253 | — | — |
| 2022 | — | — | — | — | — |