# Vermont Permanency Initiative, INC. 403(b) Plan
Source: https://planprovider.pro/companies/vermont-permanency-initiative-inc-403b-plan

> Vermont Permanency Initiative, INC.'s 403(b) plan: 159 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vermont Permanency Initiative, INC.

- **Sponsor EIN:** 461549267

- **Sponsor Address:** P.O. BOX 328, PLYNOUTH, NH, 03264

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

- **Total Participants:** 159

- **Total Assets:** $3.6M

## 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|159|$3.6M|$101,486|$180,535|

| 2023|169|$3.1M|$111,102|$160,943|

| 2022|168|$2.8M|$104,426|$177,682|

## 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|

| TSS FINANCIAL PARTNERS, LLP|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|$2,080|—|—|—|—|

| 2023|$3,440|—|$3,440|—|—|

| 2022|$3,755|—|$3,755|—|—|

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