Plan Snapshot
- Plan Sponsor: Dominion Energy, INC.
- Sponsor EIN: 541229715
- Sponsor Address: 120 TREDEGAR ST, CLEARINGHOUSE 3FL, RICHMOND, VA, 232194306
- Plan Type: Health & Welfare
- Plan Number: 954
- Total Participants: 329
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 329 | $0 | $1.1M | $1.4M |
| 2023 | 344 | $4.2M | $60,248 | $1.5M |
| 2022 | 304 | $5.1M | $226,323 | $1.5M |
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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | $60,318 | — | $60,318 |
| ERNST & YOUNG U.S. LLP | Auditor | $55,050 | — | $55,050 |
| HIGHMARK | Other Service Provider | $44,408 | — | $44,408 |
| EXPRESS SCRIPTS | Other Service Provider | $27,164 | — | $27,164 |
| BNY MELLON | Other Service Provider | $12,441 | — | $12,441 |
| ANTHEM | Investment Advisor | $6,709 | — | $6,709 |
| DOMINION RESOURCES SVCS, INC. | Other Service Provider | $6,584 | — | $6,584 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
- ERNST & YOUNG U.S. LLP — Auditor
- ANTHEM — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $212,674
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 | $213,104 | — | — | $60,318 | — |
| 2023 | $138,360 | — | — | $59,166 | — |
| 2022 | $179,418 | — | — | — | $106,522 |