# Cape Henry Collegiate School 403(b) Plan
Source: https://planprovider.pro/companies/cape-henry-collegiate-school-403b-plan

> Cape Henry Collegiate School&#39;s 403(b) plan: 178 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|

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