# Cape Henry Collegiate School 403(b) Plan
Source: https://planprovider.pro/companies/cape-henry-collegiate-school-540793766-001

> Cape Henry Collegiate School's 403(b) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Insurance Carrier

- [CHARLES W. SNADER, P.C.](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:** $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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cape-henry-collegiate-school-540793766-001)

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