Plan Snapshot
- Plan Sponsor: Road To Hana Dba Healthy Living Market
- Sponsor EIN: 030304710
- Sponsor Address: 222 DORSET STREET, SOUTH BURLINGTON, VT, 05403
- Plan Type: 401(k)
- Total Participants: 296
- Total Assets: $5.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 296 | $5.1M | $190,786 | $326,771 |
| 2023 | 190 | $4.5M | $158,382 | $312,801 |
| 2022 | 174 | $3.4M | $183,582 | $329,282 |
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 |
|---|---|---|---|---|
| GALLAGHER, FLYNN & COMPANY | 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 | $47,670 | — | $47,670 | — | — |
| 2023 | $38,766 | — | — | — | — |
| 2022 | $31,787 | $31,787 | — | — | — |