# University Of Vermont And State Agricultural College Foundation, INC. 401(k) Plan
Source: https://planprovider.pro/companies/university-of-vermont-and-state-agricultural-college-foundation-inc-401k-plan

> University Of Vermont And State Agricultural College Foundation, INC.'s 401(k) plan: 76 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** University Of Vermont And State Agricultural College Foundation, INC.

- **Sponsor EIN:** 451556038

- **Sponsor Address:** 411 MAIN ST, BURLINGTON, VT, 05401

- **Plan Type:** 401(k)

- **Total Participants:** 76

- **Total Assets:** $16.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|76|$16.7M|$860,008|$654,911|

| 2023|81|$16.2M|$773,375|$610,524|

| 2022|124|$13.8M|$646,764|$567,513|

## 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|

| MCSOLEY MCCOY & CO|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|$8,999|—|$8,999|—|—|

| 2023|$125|—|$125|—|—|

| 2022|—|—|—|—|—|

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