Plan Snapshot
- Plan Sponsor: Hunger Mountain Cooperative, INC.
- Sponsor EIN: 030229475
- Sponsor Address: 623 STONE CUTTERS WAY, MONTPELIER, VT, 05602
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 118 | $8.2M | $159,371 | $356,269 |
| 2023 | 129 | $7.5M | $163,863 | $372,579 |
| 2022 | 118 | $6.1M | $153,678 | $367,838 |
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 |
|---|---|---|---|---|
| WEGNER CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEGNER CPAS — Auditor
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 | $16,871 | — | $16,871 | — | — |
| 2023 | $14,386 | — | $14,386 | — | — |
| 2022 | $14,524 | — | $14,524 | — | — |