# Counseling Service Of Addison County, INC. 403(b) Plan
Source: https://planprovider.pro/companies/counseling-service-of-addison-county-inc-403b-plan

> Counseling Service Of Addison County, INC.'s 403(b) plan: 279 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Counseling Service Of Addison County, INC.

- **Sponsor EIN:** 030212396

- **Sponsor Address:** 89 MAIN STREET, MIDDLEBURY, VT, 057531459

- **Plan Type:** 403(b)

- **Total Participants:** 279

- **Total Assets:** $17.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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.|

| 2025|279|$17.9M|$0|$0|

| 2024|247|$16.2M|$0|$0|

| 2023|243|$13.8M|$0|$0|

## 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|

| KBS|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|

| 2025|$57,100|$8,961|—|—|—|

| 2024|$59,114|$840|—|—|—|

| 2023|$53,568|$17,284|$36,284|—|—|

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