Plan Snapshot
- Plan Sponsor: Crotched Mountain Foundation
- Sponsor EIN: 020222168
- Sponsor Address: 186 GRANITE STREET, MANCHESTER, NH, 03101
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 116 | $5.6M | $0 | $153,968 |
| 2023 | 219 | $5.9M | $0 | $131,041 |
| 2022 | 36 | $5.4M | $0 | $100,877 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | Recordkeeper | $7,470 | — | $7,470 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,470
- Estimated Expense Ratio: 0.133% 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 | $7,470 | — | — | — | — |
| 2023 | $2,107 | — | — | — | — |
| 2022 | $6,022 | — | — | — | — |