# New Hampshire Distributors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/new-hampshire-distributors-llc-401k-plan

> New Hampshire Distributors, LLC's 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/first-national-corporation) — ADVISOR

- [CARON AND BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|—|—|

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