Plan Snapshot
- Plan Sponsor: Vermont Energy Investment Corp.
- Sponsor EIN: 030304418
- Sponsor Address: 1658 K ST NE#1, WASHINGTON, DC, 20002
- Plan Type: 403(b)
- Total Participants: 389
- Total Assets: $61.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 389 | $61.9M | $1.3M | $3.7M |
| 2023 | 345 | $54.3M | $1.2M | $3.2M |
| 2022 | 322 | $44.5M | $1.1M | $2.9M |
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 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCSOLEY MCCOY & CO. — Auditor
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 | $184,581 | $119,272 | $65,309 | — | — |
| 2023 | $117,205 | $41,812 | $75,393 | — | — |
| 2022 | $136,122 | $80,196 | $41,964 | — | $13,962 |