Plan Snapshot
- Plan Sponsor: Littleton Chevrolet, INC.
- Sponsor EIN: 020452224
- Sponsor Address: PO BOX 408, ST. JOHNSBURY, VT, 058190408
- Plan Type: 401(k)
- Total Participants: 398
- Total Assets: $30.2M
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 | 398 | $30.2M | $983,247 | $1.8M |
| 2023 | 420 | $26.1M | $994,816 | $1.8M |
| 2022 | 385 | $20.4M | $954,729 | $1.8M |
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 |
|---|---|---|---|---|
| ALBIN RANDALL & BENNETT, CPAS | 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 | $150,336 | $5,575 | $144,761 | — | — |
| 2023 | $138,171 | $138,171 | — | — | — |
| 2022 | $129,178 | $129,178 | — | — | — |