Plan Snapshot
- Plan Sponsor: Anchor Healthcare, P.L.C.
- Sponsor EIN: 541820164
- Sponsor Address: PO BOX 7445, CHARLOTTESVILLE, VA, 22906
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $25.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 86 | $25.1M | $496,370 | $619,910 |
| 2023 | 81 | $25.3M | $529,777 | $602,176 |
| 2022 | 100 | $24.6M | $741,567 | $735,952 |
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 |
|---|---|---|---|---|
| DAVIDSON, DOYLE & HILTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVIDSON, DOYLE & HILTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $59,483 | — | $59,483 | — | — |
| 2023 | $60,464 | — | $60,464 | — | — |
| 2022 | $63,401 | — | $63,401 | — | — |