# Mt Vernon Ladies' Association 403(b) Plan
Source: https://planprovider.pro/companies/mt-vernon-ladies-association-403b-plan

> Mt Vernon Ladies' Association's 403(b) plan: 602 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mt Vernon Ladies' Association

- **Sponsor EIN:** 540564701

- **Sponsor Address:** 3200 MT VERNON MEM HWY, MOUNT VERNON, VA, 221210000

- **Plan Type:** 403(b)

- **Total Participants:** 602

- **Total Assets:** $37.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|602|$37.4M|$1.5M|$2.1M|

| 2023|594|$33.2M|$1.4M|$1.9M|

| 2022|527|$28.0M|$1.3M|$1.7M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$84,492|—|$84,492|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISORY|$43,455|$45|$43,500|

| CBIZ CPA'S P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $127,992

- **Estimated Expense Ratio:** 0.342% 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|$127,947|$43,455|$84,492|—|—|

| 2023|$111,218|$43,457|$67,761|—|—|

| 2022|$110,927|$43,460|$67,467|—|—|

## Similar Plans

- [Thomas Jefferson Foundation, INC](https://planprovider.pro/companies/thomas-jefferson-foundation-inc-401k-plan) — 344 participants

- [The Colonial Williamsburg Foundation](https://planprovider.pro/companies/the-colonial-williamsburg-foundation-401k-plan) — 949 participants

- [The Montpelier Foundation](https://planprovider.pro/companies/the-montpelier-foundation-403b-plan) — 109 participants

- [Chrysler Museum INC.](https://planprovider.pro/companies/chrysler-museum-inc-403b-plan) — 81 participants

- [The Colonial Williamsburg Foundation](https://planprovider.pro/companies/the-colonial-williamsburg-foundation-plan) — 1,123 participants

- [Oak Spring Garden LLC](https://planprovider.pro/companies/oak-spring-garden-llc-403-b-plan-401k-plan) — 75 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mt-vernon-ladies-association-403b-plan)

© 2026 PlanProvider.Pro