# Otis Health Care Center 401(k) Plan
Source: https://planprovider.pro/companies/otis-health-care-center-401k-plan

> Otis Health Care Center's 401(k) plan: 231 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/trg-investment-advisors-llc) — SERVICE PROVIDER

- [BAKER NEWMAN & NOYES](https://planprovider.pro/provider/baker-newman-and-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|—|—|—|—|

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