Plan Snapshot
- Plan Sponsor: Continuum Health Services, INC.
- Sponsor EIN: 010508992
- Sponsor Address: P.O. BOX 1087, AUBURN, ME, 04211
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $12.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 103 | $12.2M | $75,431 | $201,936 |
| 2023 | 84 | $13.8M | $332,215 | $621,007 |
| 2022 | 611 | $13.4M | $358,818 | $632,949 |
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 |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | N/A | $31,533 | — | $31,533 |
| CLEARPOINT CAPITAL | N/A | $28,108 | — | $28,108 |
| FIDELITY PERSONAL TRUST COMPANY | N/A | $5,888 | — | $5,888 |
| BDMP ASSURANCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, LLC — N/A
- BDMP ASSURANCE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,529
- Estimated Expense Ratio: 0.539% of plan assets
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 | $65,529 | $28,108 | — | — | — |
| 2023 | $69,900 | $29,719 | — | — | — |
| 2022 | $65,662 | $32,561 | — | — | $33,101 |