Plan Snapshot
- Plan Sponsor: Central Virginia Health Services, INC.
- Sponsor EIN: 540887287
- Sponsor Address: P.O. BOX 220, NEW CANTON, VA, 23123
- Plan Type: 403(b)
- Total Participants: 540
- Total Assets: $40.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 540 | $40.0M | $60,813 | $2.1M |
| 2023 | 524 | $35.8M | $1.1M | $2.0M |
| 2022 | 453 | $29.2M | $1.0M | $1.7M |
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 |
|---|---|---|---|---|
| TIAA | RECORDKEEPER | $70,024 | — | $70,024 |
| ROBINSON FARMER COX ASSOCIATES PLLC | ACCOUNTING | $16,500 | — | $16,500 |
| NFP RETIREMENT INC. | CONSULTING | $9,425 | — | $9,425 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- ROBINSON FARMER COX ASSOCIATES PLLC — ACCOUNTING
- NFP RETIREMENT INC. — CONSULTING
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,949
- Estimated Expense Ratio: 0.240% 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 | $91,717 | — | $88,472 | — | — |
| 2023 | $81,590 | — | $80,608 | — | — |
| 2022 | $54,794 | -$446 | $55,240 | — | — |