Plan Snapshot
- Plan Sponsor: Exeter Health Resources, INC
- Sponsor EIN: 020222126
- Sponsor Address: 5 ALUMNI DRIVE, EXETER, NH, 038332128
- Plan Type: 403(b)
- Total Participants: 2,145
- Total Assets: $174.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 2,145 | $174.6M | $1.1M | $10.9M |
| 2023 | 2,487 | $171.2M | $1.5M | $10.9M |
| 2022 | 2,512 | $145.9M | $1.0M | $10.4M |
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 | $19,500 | — | $19,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,500
- Estimated Expense Ratio: 0.011% 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 | $731,999 | $142,339 | $412,629 | $19,500 | — |
| 2023 | $430,904 | $132,285 | $282,619 | $16,000 | — |
| 2022 | $449,644 | $131,226 | $295,193 | — | $23,225 |