Plan Snapshot
- Plan Sponsor: Vermont Law School
- Sponsor EIN: 237251952
- Sponsor Address: 164 CHELSEA STREET, P.O.BOX 96, SOUTH ROYALTON, VT, 05068
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $45.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 222 | $45.8M | $581,327 | $907,377 |
| 2023 | 203 | $43.7M | $517,916 | $836,140 |
| 2022 | 166 | $39.0M | $399,205 | $728,930 |
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 |
|---|---|---|---|---|
| TIAA | Recordkeeper | $13,784 | — | $13,784 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,784
- Estimated Expense Ratio: 0.030% 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 | $13,784 | — | — | — | — |
| 2023 | $7,647 | — | — | — | — |
| 2022 | $350 | — | — | — | — |