Plan Snapshot
- Plan Sponsor: Alpha Natural Resources Non-Union Retiree Veba Board
- Sponsor EIN: 816676371
- Sponsor Address: P.O. BOX 1291, ABINGDON, VA, 24212
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,531
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,531 | $2.0M | $0 | $0 |
| 2023 | 0 | $2.8M | $0 | $0 |
| 2022 | 0 | $3.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| BENEFIT PLAN ADMINISTRATORS | Recordkeeper | $63,148 | — | $63,148 |
| BROWN EDWARDS & COMPANY, L.L.P. | Auditor | $18,000 | — | $18,000 |
| CONCORD WEALTH PARTNERS | Other Service Provider | $11,124 | — | $11,124 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN EDWARDS & COMPANY, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,272
- Estimated Expense Ratio: 4.534% 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 | $102,353 | $11,124 | $63,148 | $18,000 | — |
| 2023 | $60,141 | $13,467 | $22,621 | $18,235 | — |
| 2022 | $74,870 | $27,418 | $20,692 | — | $19,091 |