Plan Snapshot
- Plan Sponsor: Holstein Association Usa, INC.
- Sponsor EIN: 030130760
- Sponsor Address: 1 HOLSTEIN PLACE, BRATTLEBORO, VT, 053020808
- Plan Type: DB
- Total Participants: 32
- Total Assets: $13.0M
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 | 32 | $13.0M | $496,225 | $0 |
| 2023 | 38 | $12.3M | $514,482 | $0 |
| 2022 | 43 | $12.0M | $630,988 | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | CONTRACTOR | $56,251 | — | $56,251 |
| SEI INVESTMENT COMPANY | CONTRACTOR | $40,006 | — | $40,006 |
| ADP, INC. | CONTRACTOR | $15,081 | — | $15,081 |
| GALLAGHER, FLYNN & COMPANY, LLP | CONTRACTOR | $7,800 | — | $7,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — CONTRACTOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,138
- Estimated Expense Ratio: 0.919% 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 | $271,497 | $40,006 | — | $7,800 | — |
| 2023 | $302,198 | $37,418 | — | $7,600 | — |
| 2022 | $284,762 | $43,609 | — | — | $65,950 |