Plan Snapshot
- Plan Sponsor: Northern Counties Health Care, INC.
- Sponsor EIN: 510199559
- Sponsor Address: 165 SHERMAN DRIVE, ST JOHNSBURY, VT, 05819
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 325
- Total Assets: $23.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 325 | $23.5M | $635,128 | $1.2M |
| 2023 | 338 | $22.6M | $629,687 | $1.2M |
| 2022 | 345 | $20.4M | $606,045 | $1.2M |
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 |
|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | Other Service Provider | $86,457 | — | $86,457 |
| VARIABLE ANNUITY LIFE INSURANCE CO. | Recordkeeper | $5,487 | — | $5,487 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VARIABLE ANNUITY LIFE INSURANCE CO. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,944
- Estimated Expense Ratio: 0.391% 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 | $91,945 | — | $91,945 | — | — |
| 2023 | $79,676 | — | $79,676 | — | — |
| 2022 | $71,617 | — | $71,617 | — | — |