Plan Snapshot
- Plan Sponsor: Lutheran Family Services Of Virginia, INC. Dba Encircle
- Sponsor EIN: 541222012
- Sponsor Address: 2965 COLONNADE DRIVE SW, SUITE 310, ROANOKE, VA, 24018
- Plan Type: 401(k)
- Total Participants: 414
- Total Assets: $14.6M
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. |
|---|---|---|---|---|
| 2025 | 414 | $14.6M | $0 | $0 |
| 2024 | 386 | $12.0M | $0 | $0 |
| 2023 | 371 | $9.6M | $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 CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN EDWARDS & COMPANY CPAS — 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 |
|---|---|---|---|---|---|
| 2025 | $81,122 | $31,389 | — | — | — |
| 2024 | $77,048 | $25,324 | — | $11,550 | — |
| 2023 | $69,860 | — | $69,860 | — | — |