# Downs Rachlin Martin PLLC 401(k) Plan
Source: https://planprovider.pro/companies/downs-rachlin-martin-pllc-401k-plan

> Downs Rachlin Martin PLLC's 401(k) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Downs Rachlin Martin PLLC

- **Sponsor EIN:** 030253168

- **Sponsor Address:** 90 PROSPECT STREET, ST. JOHNSBURY, VT, 058190099

- **Plan Type:** 401(k)

- **Total Participants:** 129

- **Total Assets:** $119.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|129|$119.6M|$2.4M|$1.7M|

| 2023|116|$109.8M|$2.3M|$1.6M|

| 2022|119|$94.4M|$2.2M|$1.5M|

## 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|

| CARON & BLETZER, PLLC|Auditor|$12,000|—|$12,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,000

- **Estimated Expense Ratio:** 0.010% 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|$164,678|$107,006|—|$12,000|—|

| 2023|$168,173|$114,422|—|$11,300|—|

| 2022|$170,698|—|—|—|—|

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