Plan Snapshot
- Plan Sponsor: Rutland County Community Services, INC.
- Sponsor EIN: 222795961
- Sponsor Address: 78 SOUTH MAIN STREET, RUTLAND, VT, 05701
- Plan Type: 401(k)
- Total Participants: 342
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 342 | $12.9M | $298,592 | $779,168 |
| 2023 | 307 | $11.3M | $273,989 | $751,054 |
| 2022 | 244 | $10.1M | $239,583 | $644,417 |
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 |
|---|---|---|---|---|
| KITTELL, BRANAGAN & SARGENT | 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 | $4,774 | $3,524 | — | — | — |
| 2023 | $4,060 | $2,254 | — | — | — |
| 2022 | $3,373 | $1,862 | — | — | — |