Plan Snapshot
- Plan Sponsor: Champlain Chocolate Company
- Sponsor EIN: 030286642
- Sponsor Address: 750 PINE STREET, BURLINGTON, VT, 05401
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $10.0M
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 | 106 | $10.0M | $220,899 | $454,607 |
| 2023 | 116 | $8.1M | $198,232 | $419,862 |
| 2022 | 101 | $6.9M | $189,674 | $406,391 |
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 |
|---|---|---|---|---|
| GALLAGHER, FLYNN & COMPANY | Auditor | — | — | $0 |
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 | $10,125 | — | $10,125 | — | — |
| 2023 | $9,847 | — | $9,847 | — | — |
| 2022 | $9,245 | — | $9,245 | — | — |