Plan Snapshot
- Plan Sponsor: Cfa Institute
- Sponsor EIN: 541386480
- Sponsor Address: 915 EAST HIGH STREET, CHARLOTTESVILLE, VA, 22902
- Plan Type: DC
- Total Participants: 403
- Total Assets: $240.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 403 | $240.4M | $7.1M | $4.8M |
| 2023 | 413 | $216.5M | $7.0M | $4.6M |
| 2022 | 390 | $182.5M | $6.9M | $4.5M |
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | NONE | $60,588 | — | $60,588 |
| PBMARES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — NONE
- PBMARES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,588
- Estimated Expense Ratio: 0.025% 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 | $62,463 | — | — | — | — |
| 2023 | $46,189 | — | — | — | — |
| 2022 | $33,093 | — | — | — | — |