# Lake Sunapee Home Care And Hospice 403(b) Plan
Source: https://planprovider.pro/companies/lake-sunapee-home-care-and-hospice-plan

> Lake Sunapee Home Care And Hospice's 403(b) plan: 84 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| BMMP ASSURANCE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BMMP ASSURANCE, LLP](https://planprovider.pro/provider/bdmp-assurance-llp) — 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|$32,198|$17,919|$14,279|—|—|

| 2023|$28,851|$15,238|$13,613|—|—|

| 2022|$30,027|$15,368|$14,659|—|—|

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