Plan Snapshot
- Plan Sponsor: Elliot Health System
- Sponsor EIN: 020509911
- Sponsor Address: 4 ELLIOT WAY, SUITE 302, MANCHESTER, NH, 03013
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $9.2M
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 | 184 | $9.2M | $168,181 | $285,315 |
| 2023 | 189 | $8.8M | $142,117 | $257,895 |
| 2022 | 199 | $8.9M | $144,780 | $250,792 |
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 |
|---|---|---|---|---|
| BAKER NEWMAN NOYES LLC | 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 | $12,002 | $3,384 | — | — | — |
| 2023 | $20,252 | — | — | — | — |
| 2022 | $27,024 | — | — | — | — |