Plan Snapshot
- Plan Sponsor: Unitil Corporation
- Sponsor EIN: 020381573
- Sponsor Address: 6 LIBERTY LANE WEST, HAMPTON, NH, 038421720
- Plan Type: 401(k)
- Total Participants: 546
- Total Assets: $156.2M
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 | 546 | $156.2M | $4.5M | $6.1M |
| 2023 | 521 | $138.4M | $4.0M | $5.7M |
| 2022 | 491 | $120.0M | $3.5M | $5.1M |
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 |
|---|---|---|---|---|
| BERRY DUNN MCNEIL & PARKER LLC | 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 | $188,830 | $66,389 | $98,980 | — | — |
| 2023 | $203,022 | $78,680 | $120,410 | — | — |
| 2022 | $85,816 | $60,000 | $25,816 | — | — |