# Union Bank 401(k) Plan
Source: https://planprovider.pro/companies/union-bank-401k-plan-002-6322

> Union Bank's 401(k) plan: 188 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Union Bank

- **Sponsor EIN:** 030286322

- **Sponsor Address:** PO BOX 667, MORRISVILLE, VT, 05661

- **Plan Type:** 401(k)

- **Total Participants:** 188

- **Total Assets:** $32.1M

## 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|188|$32.1M|$733,870|$1.1M|

| 2023|193|$29.1M|$1.1M|$1.1M|

| 2022|192|$24.8M|$1.1M|$1.0M|

## 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](https://planprovider.pro/provider/caron-bletzer) — 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|$58,528|$19,024|$39,504|—|—|

| 2023|$52,956|$18,482|$34,474|—|—|

| 2022|$51,424|$17,945|$33,479|—|—|

## Similar Plans

- [Community National Bank](https://planprovider.pro/companies/community-national-bank-401k-plan-002-8082) — 116 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/union-bank-401k-plan-002-6322)

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