Plan Snapshot
- Plan Sponsor: Virginia Everywhere, LLC
- Sponsor EIN: 463415520
- Sponsor Address: 1051 EAST CARY STREET, RICHMOND, VA, 23219
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 147 | $3.0M | $433,511 | $819,880 |
| 2023 | 146 | $1.6M | $271,139 | $530,850 |
| 2022 | 62 | $638,090 | $149,418 | $317,761 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, LLC | RECORDKEEPER | $17,418 | — | $17,418 |
| KEITER | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,418
- Estimated Expense Ratio: 0.581% of plan assets
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 | $19,493 | — | $14,343 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |