# Health Care And Rehabilitation Services Of Southeastern Vermont 403(b) Plan
Source: https://planprovider.pro/companies/health-care-and-rehabilitation-services-of-southeastern-vermont-403b-plan

> Health Care And Rehabilitation Services Of Southeastern Vermont's 403(b) plan: 527 participants, plan year 2024 financials, providers, and benchmarks from Fo…

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)

- **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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|527|$23.0M|$0|$0|

| 2023|525|$20.0M|$0|$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|

| KITTELL, BRANAGAN & SARGENT|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|$116,227|—|$116,227|—|—|

| 2023|$108,137|—|$108,137|—|—|

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