Plan Snapshot
- Plan Sponsor: Lamoille Health Partners, INC.
- Sponsor EIN: 043358048
- Sponsor Address: 609 WASHINGTON HIGHWAY, MORRISVILLE, VT, 05661
- Plan Type: 401(k)
- Total Participants: 229
- Total Assets: $10.4M
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 | 229 | $10.4M | $443,405 | $770,613 |
| 2023 | 236 | $8.9M | $391,511 | $610,148 |
| 2022 | 223 | $7.2M | $349,679 | $505,458 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | Other Service Provider | $39,898 | — | $39,898 |
| LPL FINANCIAL CORPORATION | Investment Advisor | — | $23,545 | $23,545 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL CORPORATION — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,443
- Estimated Expense Ratio: 0.609% 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 | — | — | — | — | — |
| 2023 | $32,094 | — | — | — | — |
| 2022 | $15,335 | — | — | — | — |