Plan Snapshot
- Plan Sponsor: C&F Mortgage Corporation
- Sponsor EIN: 541773964
- Sponsor Address: 1400 ALVERSER DRIVE, MIDLOTHIAN, VA, 23113
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $23.7M
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 | 140 | $23.7M | $62,136 | $945,184 |
| 2023 | 155 | $23.7M | $16,363 | $995,947 |
| 2022 | 167 | $21.7M | $108,165 | $1.3M |
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 |
|---|---|---|---|---|
| YOUNT, HYDE & BARBOUR, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YOUNT, HYDE & BARBOUR, PC — 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 | $153,435 | $56,794 | $95,691 | — | — |
| 2023 | $109,140 | — | — | — | — |
| 2022 | $90,995 | — | $90,995 | — | — |