Plan Snapshot
- Plan Sponsor: Clara Martin Center
- Sponsor EIN: 030220733
- Sponsor Address: PO BOX G, RANDOLPH, VT, 05060
- Plan Type: 403(b)
- Total Participants: 242
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 242 | $7.0M | $183,889 | $529,053 |
| 2023 | 159 | $5.8M | $178,234 | $472,237 |
| 2022 | 170 | $4.9M | $143,306 | $478,417 |
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 |
|---|---|---|---|---|
| KITTELL, BRANAGAN & SARGENT | 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 | $15,800 | $9,009 | $6,791 | — | — |
| 2023 | $1,504 | — | $1,504 | — | — |
| 2022 | $1,465 | — | $1,465 | — | — |