Plan Snapshot
- Plan Sponsor: Kuumba Community Health & Wellness Center, INC.
- Sponsor EIN: 541937835
- Sponsor Address: 3716 MELROSE AVENUE NW, ROANOKE, VA, 24017
- Plan Type: 403(b)
- Total Participants: 108
- Total Assets: $3.5M
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 | 108 | $3.5M | $186,434 | $305,512 |
| 2023 | 137 | $3.4M | $193,157 | $324,541 |
| 2022 | 127 | $2.7M | $343,415 | $177,661 |
| 2019 | 107 | $1.9M | $0 | $0 |
| 2018 | 116 | $1.6M | $0 | $0 |
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 & COMPANY, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & COMPANY, L.L.P. — 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 | $5,013 | — | — | — | — |
| 2023 | $2,006 | — | — | — | — |
| 2022 | $1,656 | — | — | — | — |
| 2019 | — | — | — | — | — |
| 2018 | — | — | — | — | — |