Plan Snapshot
- Plan Sponsor: Unitil Service Corp.
- Sponsor EIN: 020383661
- Sponsor Address: 6 LIBERTY LANE WEST, HAMPTON, NH, 03842
- Plan Type: DB
- Total Participants: 153
- Total Assets: $178.7M
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 | 153 | $178.7M | $4.8M | $0 |
| 2023 | 167 | $163.8M | $4.9M | $0 |
| 2022 | 178 | $148.1M | $4.8M | $0 |
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 |
|---|---|---|---|---|
| SEI INVESTMENTS | TRUSTEE | $568,324 | — | $568,324 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $113,486 | — | $113,486 |
| CARON & BLETZER, PLLC | AUDITOR | $9,500 | — | $9,500 |
| BDMP ASSURANCE, LLP | Auditor | $9,500 | — | $9,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- CARON & BLETZER, PLLC — AUDITOR
- BDMP ASSURANCE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $700,810
- Estimated Expense Ratio: 0.392% 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 | $799,288 | $520,315 | $73,486 | $9,500 | — |
| 2023 | $1,004,316 | $337,230 | $73,852 | $14,300 | — |
| 2022 | $996,741 | $340,098 | $83,624 | — | $108,597 |