Plan Snapshot
- Plan Sponsor: Vermont Gas Systems, INC.
- Sponsor EIN: 030228680
- Sponsor Address: 85 SWIFT STREET, BURLINGTON, VT, 05403
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $37.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 152 | $37.1M | $1.0M | $1.6M |
| 2023 | 144 | $29.8M | $1.1M | $1.4M |
| 2022 | 139 | $25.5M | $880,784 | $1.3M |
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 | $131,427 | $89,419 | — | — | — |
| 2023 | $116,008 | $79,931 | — | — | — |
| 2022 | $135,675 | $85,270 | — | — | $50,405 |