Plan Snapshot
- Plan Sponsor: New Hampshire Distributors, LLC
- Sponsor EIN: 020211678
- Sponsor Address: 65 REGIONAL DRIVE, CONCORD, NH, 03302
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $22.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 117 | $22.5M | $151,139 | $580,375 |
| 2023 | 110 | $20.0M | $186,981 | $589,398 |
| 2022 | 120 | $18.3M | $189,732 | $607,716 |
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 |
|---|---|---|---|---|
| FIRST NATIONAL ADVISORS LLC | ADVISOR | $16,000 | — | $16,000 |
| CARON AND BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIRST NATIONAL ADVISORS LLC — ADVISOR
- CARON AND BLETZER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,000
- Estimated Expense Ratio: 0.071% 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 | $17,756 | $16,000 | — | — | — |
| 2023 | $17,090 | $16,000 | — | — | — |
| 2022 | $17,181 | — | — | — | — |