Plan Snapshot
- Plan Sponsor: Farmington Country Club
- Sponsor EIN: 540540028
- Sponsor Address: 1625 COUNTRY CLUB CIRCLE, CHARLOTTESVILLE, VA, 229015030
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $15.1M
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 | 160 | $15.1M | $396,401 | $738,939 |
| 2023 | 155 | $14.2M | $609,239 | $613,403 |
| 2022 | 126 | $11.8M | $384,490 | $498,655 |
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 |
|---|---|---|---|---|
| BROWN EDWARDS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN EDWARDS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $60,815 | $27,439 | $33,376 | — | — |
| 2023 | $53,842 | $24,723 | $29,119 | — | — |
| 2022 | $56,697 | $25,037 | $31,660 | — | — |