# Champlain Valley Office Of Eco 401(k) Plan
Source: https://planprovider.pro/companies/champlain-valley-office-of-eco-401k-plan

> Champlain Valley Office Of Eco's 401(k) plan: 200 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 Office Of Eco

- **Sponsor EIN:** 030216837

- **Sponsor Address:** 255 S CHAMPLAIN ST, BURLINGTON, VT, 054021603

- **Plan Type:** 401(k)

- **Total Participants:** 200

- **Total Assets:** $10.6M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|200|$10.6M|$572,155|$557,721|

| 2023|272|$9.0M|$342,144|$443,341|

| 2022|229|$7.3M|$337,919|$369,637|

## 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|

| BILODEAU, WELLS & COMPANY PC|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|$3,348|—|—|—|—|

| 2023|$1,583|—|—|—|—|

| 2022|$1,530|—|—|—|—|

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