Plan Snapshot
- Plan Sponsor: Southwestern Vermont Health Care
- Sponsor EIN: 030179435
- Sponsor Address: 100 HOSPITAL DRIVE, BENNINGTON, VT, 05201
- Plan Type: 403(b)
- Total Participants: 1,254
- Total Assets: $80.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,254 | $80.1M | $2.0M | $4.3M |
| 2023 | 1,196 | $70.9M | $1.8M | $4.2M |
| 2022 | 1,232 | $60.7M | $2.1M | $4.0M |
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 |
|---|---|---|---|---|
| FUSTCHARLES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUSTCHARLES 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 | $159,386 | — | $159,386 | — | — |
| 2023 | $138,546 | — | $138,546 | — | — |
| 2022 | $142,278 | — | $142,278 | — | — |