Plan Snapshot
- Plan Sponsor: Pennichuck Corporation
- Sponsor EIN: 020177370
- Sponsor Address: 25 WALNUT ST PO BOX 428, NASHUA, NH, 03061
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $26.1M
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 | 141 | $26.1M | $341,431 | $860,874 |
| 2023 | 128 | $24.1M | $322,525 | $759,855 |
| 2022 | 132 | $21.5M | $311,236 | $762,061 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C | 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 | $33,784 | — | — | — | — |
| 2023 | $30,149 | — | — | — | — |
| 2022 | $32,774 | $21,362 | $10,380 | — | — |