Plan Snapshot
- Plan Sponsor: St. Johnsbury Subaru LLC
- Sponsor EIN: 562431931
- Sponsor Address: 664 MEMORIAL DRIVE, ST. JOHNSBURY, VT, 05819
- Plan Type: 401(k)
- Total Participants: 62
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 62 | $5.7M | $151,759 | $359,041 |
| 2023 | 103 | $5.9M | $235,902 | $645,732 |
| 2022 | 105 | $4.8M | $258,099 | $631,532 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS | 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 | $62,690 | $2,666 | $18,914 | — | — |
| 2023 | $65,310 | — | — | — | — |
| 2022 | $43,369 | — | $43,369 | — | — |