Plan Snapshot
- Plan Sponsor: Green Mountain Power Corporation
- Sponsor EIN: 030127430
- Sponsor Address: 163 ACORN LANE, COCHESTER, VT, 05446
- Plan Type: DB
- Total Participants: 203
- Total Assets: $149.4M
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 | 203 | $149.4M | $7.5M | $0 |
| 2023 | 214 | $144.6M | $6.3M | $0 |
| 2022 | 230 | $136.7M | $13.8M | $0 |
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 |
|---|---|---|---|---|
| TOWERS WATSON DELAWARE INC | Other Service Provider | $480,094 | — | $480,094 |
| MORGAN STANLEY SMITH BARNEY | Recordkeeper | $404,342 | — | $404,342 |
| MIDWEST INSTITUTIONAL TRUST COMPANY | Other Service Provider | $71,642 | — | $71,642 |
| MCSOLEY MCCOY & CO | Other Service Provider | $25,000 | — | $25,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $981,078
- Estimated Expense Ratio: 0.657% 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 | $1,736,224 | $404,342 | — | $25,000 | — |
| 2023 | $1,457,809 | $409,652 | — | $8,000 | — |
| 2022 | $1,577,740 | — | — | — | $242,164 |