Plan Snapshot
- Plan Sponsor: Lake Sunapee Home Care And Hospice
- Sponsor EIN: 237066056
- Sponsor Address: 107 NEWPORT ROAD, NEW LONDON, NH, 03257
- Plan Type: 403(b)
- Total Participants: 84
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 84 | $6.1M | $156,460 | $412,703 |
| 2023 | 90 | $5.3M | $147,845 | $319,173 |
| 2022 | 101 | $4.6M | $190,264 | $360,816 |
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 |
|---|---|---|---|---|
| PENSION AND WEALTH MANAGEMENT ADVIS | Other Service Provider | $17,919 | — | $17,919 |
| THE VANGUARD GROUP, INC. | Recordkeeper | $14,279 | — | $14,279 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,198
- Estimated Expense Ratio: 0.531% 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 | $32,198 | $17,919 | $14,279 | — | — |
| 2023 | $28,851 | $15,238 | $13,613 | — | — |
| 2022 | $30,027 | $15,368 | $14,659 | — | — |