Health Care And Rehabilitation Services Of Southeastern Vermont 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Health Care And Rehabilitation Services Of Southeastern Vermont
  • Sponsor EIN: 237017624
  • Sponsor Address: 390 RIVER ST, SPRINGFIELD, VT, 051562226
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 527
  • Total Assets: $23.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023527$23.0M$793,200$1.3M
2022525$20.0M$794,079$1.3M

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