Plan Snapshot
- Plan Sponsor: Unitil Service Corp.
- Sponsor EIN: 020383661
- Sponsor Address: 6 LIBERTY LANE WEST, HAMPTON, NH, 03842
- Plan Type: 401(k)
- Plan Number: 520
- Total Participants: 0
- Total Assets: $32.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $32.7M | $1.6M | $260,505 |
| 2023 | 0 | $29.9M | $1.7M | $234,408 |
| 2022 | 0 | $27.1M | $11.2M | $278,711 |
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 |
|---|---|---|---|---|
| ANTHEM HEALTH PLANS OF NEW HAMPSHIR | Recordkeeper | $29,750 | $94,979 | $124,729 |
| SEI INVESTMENTS | Other Service Provider | $84,003 | — | $84,003 |
| BERRY DUNN MCNEIL & PARKER LLC | Auditor | $11,000 | — | $11,000 |
| CARON & BLETZER TS, PLLC | Other Service Provider | $8,525 | — | $8,525 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $228,257
- Estimated Expense Ratio: 0.699% of plan assets
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 | $320,095 | $75,036 | $29,750 | $11,000 | — |
| 2023 | $247,532 | $68,104 | $21,458 | $32,100 | — |
| 2022 | $442,157 | $51,098 | $129,080 | — | $53,258 |