Plan Snapshot
- Plan Sponsor: Tri-County Mental Health Services
- Sponsor EIN: 010316813
- Sponsor Address: 1155 LISBON STREET, LEWISTON, ME, 04241
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $26,925 | $89,115 |
| 2023 | 184 | $5.6M | $72,709 | $329,573 |
| 2022 | 197 | $5.2M | $89,449 | $336,380 |
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 |
|---|---|---|---|---|
| RUNYON KERSTEEN & OUELLETTE | 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 | $30,861 | $9,770 | $21,091 | — | — |
| 2023 | $51,586 | $15,598 | $35,988 | — | — |
| 2022 | $62,259 | — | $62,259 | — | — |