# Fort Norfolk Retirement Community, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fort-norfolk-retirement-community-inc-401k-plan

> Fort Norfolk Retirement Community, INC.'s 401(k) plan: 273 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fort Norfolk Retirement Community, INC.

- **Sponsor EIN:** 020601375

- **Sponsor Address:** ONE COLLEY AVENUE, NORFOLK, VA, 23510

- **Plan Type:** 401(k)

- **Total Participants:** 273

- **Total Assets:** $3.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|273|$3.1M|$90,171|$317,652|

| 2023|241|$3.1M|$104,609|$301,642|

| 2022|235|$2.7M|$64,297|$266,616|

## 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|

| CHARLES W. SNADER, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CHARLES W. SNADER, P.C.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|$46,092|$15,290|$25,104|—|—|

| 2023|$22,330|$13,775|$4,640|—|—|

| 2022|$22,279|$6,408|$10,571|—|$5,300|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fort-norfolk-retirement-community-inc-401k-plan)

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