Plan Snapshot
- Plan Sponsor: Green Mountain Electric Supply, INC.
- Sponsor EIN: 030187330
- Sponsor Address: 356 RATHE RD, COLCHESTER, VT, 05446
- Plan Type: 401(k)
- Total Participants: 439
- Total Assets: $15.5M
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 | 439 | $15.5M | $626,206 | $1.3M |
| 2023 | 369 | $12.0M | $536,373 | $973,038 |
| 2022 | 248 | $8.6M | $284,598 | $572,320 |
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 |
|---|---|---|---|---|
| MCSOLEY MCCOY | 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 | $49,753 | $49,753 | — | — | — |
| 2023 | $35,515 | $35,513 | — | — | — |
| 2022 | $30,250 | $30,250 | — | — | — |