Plan Snapshot
- Plan Sponsor: Brattleboro Retreat
- Sponsor EIN: 030107360
- Sponsor Address: PO BOX 803, BRATTLEBORO, VT, 053020803
- Plan Type: 403(b)
- Total Participants: 532
- Total Assets: $43.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 532 | $43.0M | $510,813 | $2.1M |
| 2023 | 447 | $38.3M | $462,416 | $1.9M |
| 2022 | 407 | $34.7M | $437,106 | $1.6M |
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 | $155,068 | $46,798 | $108,270 | — | — |
| 2023 | $144,557 | $34,639 | $93,918 | $16,000 | — |
| 2022 | $22,730 | — | $22,730 | — | — |