# Clara Martin Center 403(b) Plan
Source: https://planprovider.pro/companies/clara-martin-center-403b-plan

> Clara Martin Center's 403(b) plan: 242 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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