Plan Snapshot
- Plan Sponsor: Lamoille County Mental Health Services, INC.
- Sponsor EIN: 030219658
- Sponsor Address: 72 HARREL STREET, MORRISVILLE, VT, 05661
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $5.0M
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 | 179 | $5.0M | $146,226 | $230,256 |
| 2023 | 171 | $4.6M | $146,467 | $233,998 |
| 2022 | 163 | $4.3M | $165,334 | $254,010 |
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 |
|---|---|---|---|---|
| KITTELL BRANAGAN & SARGENT | 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 | $6,457 | — | $3,722 | — | — |
| 2023 | $5,461 | — | $3,193 | — | — |
| 2022 | $1,342 | — | $1,342 | — | — |