Plan Snapshot
- Plan Sponsor: Cape Henry Collegiate School
- Sponsor EIN: 540793766
- Sponsor Address: 1320 MILL DAM ROAD, VIRGINIA BEACH, VA, 234542306
- Plan Type: 403(b)
- Total Participants: 178
- Total Assets: $32.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 178 | $32.6M | $0 | $0 |
| 2024 | 183 | $30.3M | $0 | $0 |
| 2023 | 178 | $26.1M | $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 |
|---|---|---|---|---|
| CHARLES W. SNADER, PC | Auditor | $13,777 | — | $13,777 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES W. SNADER, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,777
- Estimated Expense Ratio: 0.042% 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 |
|---|---|---|---|---|---|
| 2025 | $59,228 | $14,053 | $31,398 | $13,777 | — |
| 2024 | $54,583 | $11,828 | $27,982 | $14,773 | — |
| 2023 | $52,370 | $10,128 | $42,242 | — | — |