Plan Snapshot
- Plan Sponsor: North Country Healthcare
- Sponsor EIN: 812225283
- Sponsor Address: 8 CLOVER LANE, WHITEFIELD, NH, 03598
- Plan Type: 403(b)
- Total Participants: 1,165
- Total Assets: $85.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,165 | $85.3M | $1.8M | $6.0M |
| 2023 | 1,131 | $74.4M | $1.5M | $5.6M |
| 2022 | 1,015 | $65.4M | $1.3M | $5.1M |
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 | $132,794 | — | $132,794 | — | — |
| 2023 | $116,962 | — | $116,962 | — | — |
| 2022 | $114,177 | — | $114,177 | — | — |