# Vermont Adult Learning 403(b) Plan
Source: https://planprovider.pro/companies/vermont-adult-learning-403b-plan

> Vermont Adult Learning's 403(b) plan: 93 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Vermont Adult Learning

- **Sponsor EIN:** 030276755

- **Sponsor Address:** 77 COLLEGE STREET, BURLINGTON, VT, 05401

- **Plan Type:** 403(b)

- **Total Participants:** 93

- **Total Assets:** $4.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|93|$4.3M|$0|$0|

| 2024|88|$4.3M|$0|$0|

| 2023|91|$3.9M|$0|$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|

| MCSOLEY MCCOY & COMPANY|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|

| 2025|$15,064|—|—|—|—|

| 2024|$13,424|—|—|—|—|

| 2023|$11,086|—|—|—|$11,086|

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