Plan Snapshot
- Plan Sponsor: North East Kingdom Community Action, INC.
- Sponsor EIN: 030276709
- Sponsor Address: 70 MAIN ST, PO BOX 346, NEWPORT, VT, 05855
- Plan Type: 403(b)
- Total Participants: 159
- Total Assets: $1.1M
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 | 159 | $1.1M | $295,663 | $372,126 |
| 2023 | 144 | $199,387 | $51,970 | $64,228 |
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 |
|---|---|---|---|---|
| GALLAGHER, FLYNN & COMPANY LLP | 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 | $5,451 | — | $5,451 | — | — |
| 2023 | $268 | — | $268 | — | — |