Plan Snapshot
- Plan Sponsor: Blue Ridge Health Center, INC.
- Sponsor EIN: 541222147
- Sponsor Address: 4038 THOMAS NELSON HIGHWAY, ARRINGTON, VA, 229222302
- Plan Type: DC
- Total Participants: 120
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 120 | $5.6M | $287,541 | $377,672 |
| 2023 | 118 | $4.8M | $231,895 | $317,427 |
| 2022 | 108 | $4.2M | $213,891 | $322,969 |
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 |
|---|---|---|---|---|
| CAVANAUGH NELSON, PLC | Auditor | — | — | $0 |
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 | $26,113 | $8,980 | $17,133 | — | — |
| 2023 | $21,941 | $2,997 | $18,944 | — | — |
| 2022 | $24,165 | $2,872 | $21,293 | — | — |