Plan Snapshot
- Plan Sponsor: Southwestern Community Service
- Sponsor EIN: 026013808
- Sponsor Address: 63 COMMUNITY WAY, KEENE, NH, 034310603
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $11.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 162 | $11.3M | $367,338 | $281,118 |
| 2023 | 170 | $10.2M | $383,704 | $285,023 |
| 2022 | 161 | $8.5M | $319,687 | $255,359 |
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 |
|---|---|---|---|---|
| LEONE MCDONNELL & ROBERTS P.A. | 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 | $3,339 | — | — | — | — |
| 2023 | $1,166 | — | — | — | — |
| 2022 | $1,314 | — | — | — | — |