Plan Snapshot
- Plan Sponsor: Otis Health Care Center
- Sponsor EIN: 030177161
- Sponsor Address: PO BOX 216, TOWNSHEND, VT, 05353
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $26.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 231 | $26.2M | $490,554 | $1.7M |
| 2023 | 213 | $22.6M | $438,237 | $1.5M |
| 2022 | 203 | $18.3M | $376,674 | $1.4M |
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 |
|---|---|---|---|---|
| TRG INVESTMENT ADVISORS, LLC | SERVICE PROVIDER | — | $45,695 | $45,695 |
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $35,227 | — | $35,227 |
| BAKER NEWMAN & NOYES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRG INVESTMENT ADVISORS, LLC — SERVICE PROVIDER
- BAKER NEWMAN & NOYES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,922
- Estimated Expense Ratio: 0.309% 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 | $35,227 | — | $34,927 | — | — |
| 2023 | $40,684 | $6,375 | $1,050 | — | — |
| 2022 | $69,250 | — | — | — | — |