Plan Snapshot
- Plan Sponsor: United Counseling Service Of Bennington County
- Sponsor EIN: 030199213
- Sponsor Address: 100 LEDGE HILL DRIVE, BENNINGTON, VT, 052010588
- Plan Type: 401(k)
- Total Participants: 301
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 301 | $8.9M | $183,585 | $368,723 |
| 2023 | 307 | $8.4M | $190,051 | $414,441 |
| 2022 | 278 | $7.3M | $171,942 | $373,647 |
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 | 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 | $4,675 | — | $4,675 | — | — |
| 2023 | -$631 | — | -$631 | — | — |
| 2022 | $4,352 | — | $4,352 | — | — |