Plan Snapshot
- Plan Sponsor: Carilion Clinic
- Sponsor EIN: 541190771
- Sponsor Address: PO BOX 12385, ROANOKE, VA, 240252385
- Plan Type: 403(b)
- Total Participants: 13,094
- Total Assets: $822.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 13,094 | $822.2M | $0 | $73.2M |
| 2023 | 13,368 | $722.1M | $0 | $66.0M |
| 2022 | 12,859 | $596.9M | $0 | $60.7M |
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 |
|---|---|---|---|---|
| BROWN, EDWARDS & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & COMPANY, LLP — 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 | $1,057,312 | $97,776 | $959,536 | — | — |
| 2023 | $962,348 | $96,298 | $866,050 | — | — |
| 2022 | $909,490 | $94,866 | $814,624 | — | — |