Plan Snapshot
- Plan Sponsor: Village Subaru
- Sponsor EIN: 010322459
- Sponsor Address: P.O. BOX 1386, BANGOR, ME, 044021386
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $29.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 337 | $29.3M | $589,303 | $1.5M |
| 2023 | 329 | $25.9M | $583,527 | $1.4M |
| 2022 | 323 | $23.0M | $580,809 | $1.4M |
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 |
|---|---|---|---|---|
| ALBIN, RANDALL & BENNETT | 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 | $131,193 | — | — | — | — |
| 2023 | $110,075 | $110,075 | — | — | — |
| 2022 | $117,089 | $113,106 | — | — | — |