# Passumpsic Savings Bank 401(k) Plan
Source: https://planprovider.pro/companies/passumpsic-savings-bank-401k-plan

> Passumpsic Savings Bank's 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Passumpsic Savings Bank

- **Sponsor EIN:** 030147560

- **Sponsor Address:** PO BOX 38, ST JOHNSBURY, VT, 058191643

- **Plan Type:** 401(k)

- **Total Participants:** 152

- **Total Assets:** $25.7M

## 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|152|$25.7M|$871,871|$832,985|

| 2023|143|$23.0M|$833,477|$751,135|

| 2022|149|$18.9M|$907,142|$743,493|

## 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|

| BAKER NEWMAN & NOYES|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [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:** $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|$58,532|$52,642|$5,470|—|—|

| 2023|$50,178|$45,434|$4,289|—|—|

| 2022|$48,683|$44,375|$3,753|—|—|

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