Plan Snapshot
- Plan Sponsor: Brattleboro Memorial Hospital
- Sponsor EIN: 030107300
- Sponsor Address: 17 BELMONT AVENUE, BRATTLEBORO, VT, 05301
- Plan Type: 403(b)
- Total Participants: 689
- Total Assets: $45.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 689 | $45.7M | $3.1M | $3.0M |
| 2023 | 683 | $37.2M | $3.0M | $2.7M |
| 2022 | 668 | $27.9M | $192,615 | $2.4M |
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 |
|---|---|---|---|---|
| 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 | $98,640 | $98,640 | — | — | — |
| 2023 | $61,620 | $61,620 | — | — | — |
| 2022 | $81,139 | $81,139 | — | — | — |