Plan Snapshot
- Plan Sponsor: Davis Reeder Hall, Dvm PLC
- Sponsor EIN: 540956680
- Sponsor Address: 4205 EVERGREEN LANE, ANNANDALE, VA, 22003
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 118 | $2.8M | $0 | $471,732 |
| 2023 | 128 | $2.3M | $0 | $410,119 |
| 2022 | 135 | $1.7M | $0 | $327,688 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $29,462 | — | $29,462 |
| CARY ST PARTNERS INVESTMENT ADVISOR | INVESTMENT/FINANCIAL ADVI | $8,887 | — | $8,887 |
| MEADOWS URQUHART ACREE & COOK, L | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- CARY ST PARTNERS INVESTMENT ADVISOR — INVESTMENT/FINANCIAL ADVI
- MEADOWS URQUHART ACREE & COOK, L — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,349
- Estimated Expense Ratio: 1.372% 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 | $38,350 | $8,888 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $24,642 | — | — | — | — |