Plan Snapshot
- Plan Sponsor: Champlain Valley Equipment
- Sponsor EIN: 030224700
- Sponsor Address: 453 EXCHANGE STREET, MIDDLEBURY, VT, 05753
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 155 | $6.5M | $192,207 | $372,126 |
| 2023 | 120 | $5.0M | $181,191 | $306,187 |
| 2022 | 110 | $4.3M | $154,907 | $240,418 |
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 |
|---|---|---|---|---|
| MCSOLEY MCCOY & 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 | $15,168 | $11,113 | $1,295 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |