Plan Snapshot
- Plan Sponsor: St. Mary'S Bank
- Sponsor EIN: 020187390
- Sponsor Address: 200 MCGREGOR ST, MANCHESTER, NH, 03102
- Plan Type: DB
- Total Participants: 226
- Total Assets: $44.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 226 | $44.0M | $0 | $0 |
| 2023 | 222 | $41.7M | $0 | $0 |
| 2022 | 208 | $38.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $114,250 | $6,110 | $90,838 | — | — |
| 2023 | $104,787 | $7,172 | $81,997 | — | — |
| 2022 | $120,037 | $5,931 | $114,106 | — | — |