Plan Snapshot
- Plan Sponsor: The Vermont Country Store, INC.
- Sponsor EIN: 030211663
- Sponsor Address: 5650 MAIN STREET, MANCHESTER CENTER, VT, 052559711
- Plan Type: 401(k)
- Total Participants: 338
- Total Assets: $38.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 338 | $38.8M | $832,040 | $1.5M |
| 2023 | 356 | $36.4M | $888,503 | $1.5M |
| 2022 | 445 | $34.7M | $1.0M | $1.6M |
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 |
|---|---|---|---|---|
| BAKER NEWMAN & NOYES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER NEWMAN & NOYES — 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 | $107,481 | $42,105 | — | — | — |
| 2023 | $108,772 | $40,574 | — | — | — |
| 2022 | $122,348 | $48,954 | — | — | — |