# Lamoille County Mental Health Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lamoille-county-mental-health-services-inc-401k-plan

> Lamoille County Mental Health Services, INC.'s 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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