# Unitil Service Corp. 401(k) Plan
Source: https://planprovider.pro/companies/unitil-service-corp-020383661-520

> Unitil Service Corp.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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