# Champlain Valley Equipment 401(k) Plan
Source: https://planprovider.pro/companies/champlain-valley-equipment-401k-plan

> Champlain Valley Equipment's 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

## Similar Plans

- [Poulin Grain, INC.](https://planprovider.pro/companies/poulin-grain-inc-401k-plan) — 138 participants

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