Plan Snapshot
- Plan Sponsor: Dentistry Vcu
- Sponsor EIN: 541590300
- Sponsor Address: 521 NORTH 11ST STREET, RICHMOND, VA, 23298
- Plan Type: DC
- Total Participants: 186
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 186 | $14.8M | $584,720 | $813,348 |
| 2023 | 180 | $12.5M | $713,324 | $515,089 |
| 2022 | 187 | $10.2M | $694,728 | $512,563 |
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 |
|---|---|---|---|---|
| SIMA RETIREMENT SOLUTIONS, LLC | ADVISOR | $46,605 | — | $46,605 |
| NEWPORT GROUP, INC. | RECORDKEEPER | $6,518 | — | $6,518 |
| NEWPORT TRUST COMPANY | TRUSTEE | $5,326 | — | $5,326 |
| MEADOWS URQUHART ACREE & COOK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADOWS URQUHART ACREE & COOK, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,449
- Estimated Expense Ratio: 0.396% 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 | $58,449 | $46,605 | $120 | — | — |
| 2023 | $56,134 | $39,983 | $4,399 | — | — |
| 2022 | $58,994 | $47,408 | $6,888 | — | $4,698 |