Plan Snapshot
- Plan Sponsor: Central Vermont Home Health And Hospice, INC.
- Sponsor EIN: 030186089
- Sponsor Address: 600 GRANGER ROAD, BARRE, VT, 05641
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $6.0M
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 | 109 | $6.0M | $133,277 | $351,755 |
| 2023 | 114 | $5.6M | $288,144 | $398,679 |
| 2022 | 142 | $4.9M | $136,872 | $356,170 |
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 | $26,806 | $6,254 | $20,552 | — | — |
| 2023 | $55,473 | $18,791 | $14,228 | — | — |
| 2022 | $51,675 | — | — | — | $51,675 |