Plan Snapshot
- Plan Sponsor: Northeast Kingdom Human Services, INC.
- Sponsor EIN: 030212039
- Sponsor Address: 181 CRAWFORD ROAD, NEWPORT, VT, 05855
- Plan Type: 401(k)
- Total Participants: 526
- Total Assets: $27.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 526 | $27.2M | $1.0M | $807,551 |
| 2023 | 517 | $24.9M | $0 | $698,688 |
| 2022 | 453 | $23.5M | $897,138 | $723,839 |
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 |
|---|---|---|---|---|
| KITTELL BRANAGAN & SARGENT | 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 | $49,833 | — | $49,833 | — | — |
| 2023 | $41,621 | — | $41,621 | — | — |
| 2022 | $38,501 | — | $38,501 | — | — |