Plan Snapshot
- Plan Sponsor: Central Vermont Medical Center
- Sponsor EIN: 824063645
- Sponsor Address: 130 FISHER ROAD, BERLIN, VT, 05602
- Plan Type: DB
- Plan Number: 001
- Total Participants: 113
- Total Assets: $98.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 113 | $98.3M | $0 | $0 |
| 2022 | 451 | $124.7M | $140,000 | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Investment Advisor | $827,202 | — | $827,202 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $192,500 | — | $192,500 |
| RYAN LABS ASSET MANAGEMENT | Investment Advisor | $160,285 | — | $160,285 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $58,281 | — | $58,281 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,238,268
- Estimated Expense Ratio: 1.259% 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 |
|---|---|---|---|---|---|
| 2023 | $1,346,590 | $308,856 | $512,296 | — | — |
| 2022 | $578,806 | $193,587 | — | — | $35,880 |