Plan Snapshot
- Plan Sponsor: Northwestern Counseling And Support Services, INC.
- Sponsor EIN: 030210542
- Sponsor Address: 107 FISHER POND ROAD, ST. ALBANS, VT, 05478
- Plan Type: DC
- Total Participants: 479
- Total Assets: $36.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 479 | $36.9M | $1.1M | $1.6M |
| 2023 | 455 | $32.4M | $971,303 | $1.3M |
| 2022 | 465 | $26.9M | $929,370 | $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 |
|---|---|---|---|---|
| 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 | $30,517 | — | — | — | — |
| 2023 | $29,860 | — | — | — | — |
| 2022 | $29,004 | — | — | — | — |