# Katahdin Valley Health Center 401(k) Plan
Source: https://planprovider.pro/companies/katahdin-valley-health-center-401k-plan

> Katahdin Valley Health Center's 401(k) plan: 160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Katahdin Valley Health Center

- **Sponsor EIN:** 237411014

- **Sponsor Address:** 529 SOUTH PATTEN RD, PATTEN, ME, 04765

- **Plan Type:** 401(k)

- **Total Participants:** 160

- **Total Assets:** $5.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|160|$5.9M|$359,147|$546,909|

| 2023|174|$4.8M|$337,841|$563,011|

| 2022|161|$3.6M|$284,332|$506,851|

## 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|

| BERRY DUNN MCNEIL & PARKER, LLC|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|-$13,455|—|-$13,455|—|—|

| 2023|$4,496|—|$4,496|—|—|

| 2022|$8,179|—|$8,179|—|—|

## Similar Plans

- [Penobscot Community Health Center](https://planprovider.pro/companies/penobscot-community-health-center-401k-plan) — 782 participants

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