Plan Snapshot
- Plan Sponsor: Rutland Regional Medical Center
- Sponsor EIN: 030183483
- Sponsor Address: 160 ALLEN ST, RUTLAND, VT, 05701
- Plan Type: 403(b)
- Total Participants: 1,706
- Total Assets: $289.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,706 | $289.0M | $6.4M | $11.6M |
| 2023 | 1,695 | $259.6M | $6.3M | $11.3M |
| 2022 | 1,787 | $223.4M | $6.7M | $11.8M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $243,238 | $52,938 | $300 | — | — |
| 2023 | $217,922 | $61,929 | — | — | — |
| 2022 | $218,244 | $74,556 | — | — | — |