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)
- Plan Number: 001
- 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. |
|---|---|---|---|---|
| 2024 | 178 | $32.6M | $756,885 | $738,925 |
| 2023 | 183 | $30.3M | $729,817 | $706,841 |
| 2022 | 178 | $26.1M | $671,946 | $668,603 |
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 |
|---|---|---|---|---|
| TIAA | Insurance Carrier | $32,148 | — | $32,148 |
| CHARLES W. SNADER, P.C. | Auditor | $13,777 | — | $13,777 |
| HUB INVESTMENT PARTNERS | Investment Advisor | $10,479 | — | $10,479 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Insurance Carrier
- CHARLES W. SNADER, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,404
- Estimated Expense Ratio: 0.173% 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 |
|---|---|---|---|---|---|
| 2024 | $59,228 | $14,053 | $31,398 | $13,777 | — |
| 2023 | $54,583 | $11,828 | $27,982 | $14,773 | — |
| 2022 | $52,370 | $10,128 | $42,242 | — | — |