Plan Snapshot
- Plan Sponsor: Ledyard National Bank
- Sponsor EIN: 020435982
- Sponsor Address: 66 BENNING STREET, WEST LEBANON, NH, 03784
- Plan Type: DC
- Total Participants: 128
- Total Assets: $20.6M
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 | 128 | $20.6M | $504,859 | $1.1M |
| 2023 | 117 | $21.6M | $327,526 | $1.0M |
| 2022 | 112 | $18.6M | $588,277 | $934,066 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $58,860 | $25,000 | — | — | — |
| 2023 | $41,664 | $18,750 | — | — | — |
| 2022 | $6,425 | — | — | — | — |