Plan Snapshot
- Plan Sponsor: Exeter Health Resources, INC.
- Sponsor EIN: 020222126
- Sponsor Address: 5 ALUMNI DR, EXETER, NH, 038332515
- Plan Type: DB
- Total Participants: 1,279
- Total Assets: $115.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,279 | $115.4M | $0 | $2.3M |
| 2023 | 1,331 | $107.3M | $2,000 | $2.3M |
| 2022 | 1,306 | $95.0M | $6.1M | $2.2M |
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 |
|---|---|---|---|---|
| SEGAL | Other Service Provider | $215,281 | — | $215,281 |
| NEPC | Recordkeeper | $176,325 | — | $176,325 |
| BANK OF AMERICA CORPORATION | Other Service Provider | $69,416 | — | $69,416 |
| GQG PARTNERS GLOBAL EQUITY FUND | Other Service Provider | $59,149 | — | $59,149 |
| BAKER NEWMAN & NOYES LLC | Other Service Provider | $17,800 | — | $17,800 |
| INCOME AND RESEARCH MANAGEMENT | Other Service Provider | $14,514 | — | $14,514 |
| ARGA | Other Service Provider | $7,921 | — | $7,921 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $560,406
- Estimated Expense Ratio: 0.486% 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 | $755,460 | $262,881 | — | $17,800 | — |
| 2023 | $1,089,519 | $98,141 | — | $15,000 | — |
| 2022 | $545,712 | $114,616 | — | — | $271,728 |