Plan Ledger DOL Form 5500 · updated monthly

Townsend Vermont Holdings, Inc.401(k)

WINDHAM FOUNDATION SUBSIDIARIES 401(K) PLAN · GRAFTON, VT · plan year 2022

Reported admin expense ratio · 2022
0.98%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Townsend Vermont Holdings, Inc. reported $28,849 in plan administrative expenses for 2022: 0.98% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,570 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Vermont (201st of 230), and 1,090th of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$2,767,372
Participants with balances78
Active participants97
Employer contributions$152,323
Employee contributions—
Employer contribution per active participant$1,570
Average account balance$35,479
Benefits paid to participants$56,026
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$21,202
Investment management$7,302
Professional / advisory$345
Total administrative$28,849
The Townsend Vermont Holdings, Inc. 401(k) match · 2022
Employer contribution per active participant$1,570
Median for plans this size$1,114

Townsend Vermont Holdings, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$28,849 · 0.98%
Similar plansArts, Entertainment & Recreation · Vermont
Bowl New England, Inc. VT$8.9M · 0.75%
The Silverleaf Club LLC AZ$2.8M · 0.87%
Its My Party, Inc. DC$2.8M · 0.03%
Bishop Museum HI$2.8M · 0.44%
Delta C, LP CA$2.8M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270034707 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.