# Unitil Service Corp. DB Plan
Source: https://planprovider.pro/companies/unitil-service-corp-plan-001

> Unitil Service Corp.'s DB plan: 153 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:** 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — AUDITOR

- [BDMP ASSURANCE, LLP](https://planprovider.pro/provider/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|

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