Plan Snapshot
- Plan Sponsor: Louise W. Eggleston Center, INC.
- Sponsor EIN: 540602238
- Sponsor Address: 5145 E. VIRGINIA BEACH BLVD, NORFOLK, VA, 23502
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $1.5M
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 | 90 | $1.5M | $211,009 | $69,812 |
| 2023 | 124 | $1.4M | $189,215 | $42,959 |
| 2022 | 119 | $1.1M | $184,439 | $50,431 |
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 |
|---|---|---|---|---|
| TRUIST FINANCIAL CORPORATION | FINANCIAL ADVISOR | $5,436 | — | $5,436 |
| 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. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,436
- Estimated Expense Ratio: 0.354% 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 | $7,601 | $5,436 | $2,165 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |