Original filing (PDF)20250304073313NAL0003527107001

BROC - COMMUNITY ACTION IN SOUTHWESTERN VT

Name: BROC - COMMUNITY ACTION IN SOUTHWESTERN VT — BROC - COMMUNITY ACTION IN SOUTHWESTERN VERMONT 401(K) PLAN, Form 5500 (2024)
Creator: BROC - COMMUNITY ACTION IN SOUTHWESTERN VT

Form 5500-SF

FILING_RECEIVED

BROC - COMMUNITY ACTION IN SOUTHWESTERN VERMONT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROC - COMMUNITY ACTION IN SOUTHWESTERN VT.

Plan sponsor

Name

BROC - COMMUNITY ACTION IN SOUTHWESTERN VT

EIN

03-0216505

Address

45 UNION ST · RUTLAND, VT · 057013956

Phone

(802) 665-1751

Industry

Health Care & Social Assistancesee all

Plan administrator