Plan Snapshot
- Plan Sponsor: Community Health Centers Of The Rutland Region
- Sponsor EIN: 221179701
- Sponsor Address: 71 ALLEN STREET SUITE 101, RUTLAND, VT, 05701
- Plan Type: 403(b)
- Total Participants: 421
- Total Assets: $41.7M
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 | 421 | $41.7M | $1.7M | $2.7M |
| 2023 | 428 | $35.1M | $1.6M | $2.4M |
| 2022 | 397 | $30.3M | $1.5M | $2.2M |
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 |
|---|---|---|---|---|
| TYLER SIMMS AND ST SAVUER | 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 | $106,427 | $53,849 | — | — | — |
| 2023 | $95,822 | $45,935 | — | — | — |
| 2022 | $95,081 | — | $95,081 | — | — |