· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CENTRAL VERMONT COUNCIL ON AGING — CENTRAL VERMONT COUNCIL ON AGING, INC. 403(B) RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250619043946NAL0001726371001
CENTRAL VERMONT COUNCIL ON AGING
Form 5500-SF
FILING_RECEIVED
CENTRAL VERMONT COUNCIL ON AGING, INC. 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
37
Accounts w/ balance
78
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CENTRAL VERMONT COUNCIL ON AGING
.
Find decision makers
Plan sponsor
Name
CENTRAL VERMONT COUNCIL ON AGING
EIN
03-0276104
Address
59 N. MAIN STREET, SUITE 200 · BARRE, VT · 056414278
Phone
(802) 479-0531
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-19
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
LIFESPAN RESOURCES INC.
LIFESPAN RESOURCES 401K PLAN
$3.5M · 62 participants
THE WILLIAM M. BEDELL ACHIEVEMENT & RESOURCE CENTER
THE WILLIAM M. BEDELL ACHIEVEMENT & RESOURCE CENTER EMPLOYEES' RETIREMENT PLAN
$3.5M · 89 participants
YOUTH SERVICES OF TULSA, INC.
YOUTH SERVICES OF TULSA EMPLOYEES RETIREMENT PLAN
$3.5M · 83 participants
MICHAEL REESE HEALTH TRUST
MICHAEL REESE HEALTH TRUST 403(B) PLAN
$3.5M · 14 participants
LIGHTHOUSE CENTRAL FLORIDA, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
LIGHTHOUSE CENTRAL FLORIDA, INC. RETIREMENT SAVINGS PLAN
$3.5M · 246 participants
RITE OF PASSAGE ADOLESCENT TREATMENT CENTERS AND SCHOOL, INC.
RITE OF PASSAGE ADOLESCENT TREATMENT CENTERS AND SCHOOLS, INC. RETIREMENT & SAVINGS PLAN
$3.5M · 368 participants
Large plans in Vermont
THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN
THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN
$2.2B · 13,241 participants
VERMONT INFORMATION PROCESSING, INC.
VERMONT INFORMATION PROCESSING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$676.1M · 585 participants
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
MIDDLEBURY COLLEGE CORE RETIREMENT PLAN
$573.5M · 1,539 participants
NATIONAL LIFE INSURANCE COMPANY
NATIONAL LIFE GROUP 401(K) PLAN
$335.3M · 1,512 participants
KING ARTHUR BAKING COMPANY, INC.
KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN
$328.2M · 296 participants
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN
$311.8M · 1,039 participants
