Plan Snapshot
- Plan Sponsor: The Lakes Region Mental Health Center, INC.
- Sponsor EIN: 020272138
- Sponsor Address: 40 BEACON STREET EAST, LACONIA, NH, 03246
- Plan Type: 403(b)
- Total Participants: 179
- Total Assets: $9.7M
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 | 179 | $9.7M | $221,687 | $649,207 |
| 2023 | 177 | $9.8M | $189,172 | $580,927 |
| 2022 | 184 | $8.2M | $143,691 | $488,588 |
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 |
|---|---|---|---|---|
| KITTELL BRANAGAN & SARGENT CPS | 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 | $36,933 | — | $36,933 | — | — |
| 2023 | $29,445 | — | $29,445 | — | — |
| 2022 | $51,655 | — | $51,655 | — | — |