Plan Snapshot
- Plan Sponsor: Central Virginia Family Physicians, INC.
- Sponsor EIN: 541663754
- Sponsor Address: C/O HCI-EBS, INC., LYNCHBURG, VA, 24502
- Plan Type: 401(k)
- Total Participants: 57
- Total Assets: $19.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 57 | $19.8M | $0 | $0 |
| 2023 | 49 | $25.3M | $0 | $0 |
| 2022 | 55 | $30.4M | $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 |
|---|---|---|---|---|
| COLEY, EUBANK & COMPANY, PC | Auditor | — | — | $0 |
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 | $176,015 | $33,218 | $65,183 | — | — |
| 2023 | $163,561 | $43,768 | $71,793 | — | — |
| 2022 | $194,888 | $46,131 | $90,149 | — | — |