Plan Snapshot
- Plan Sponsor: Old Dominion Tobacco Company, INC. T/A Atlantic Dominion Distributors
- Sponsor EIN: 540325210
- Sponsor Address: 5400 VIRGINIA BEACH BOULEVARD, VIRGINIA BEACH, VA, 23462
- Plan Type: 401(k)
- Total Participants: 531
- Total Assets: $46.3M
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. |
|---|---|---|---|---|
| 2024 | 531 | $46.3M | $533,694 | $2.0M |
| 2023 | 541 | $42.2M | $532,805 | $1.9M |
| 2022 | 522 | $38.5M | $527,082 | $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 |
|---|---|---|---|---|
| CHERRY BEKAERT, LLP | Auditor | — | — | $0 |
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 | $145,580 | $103,193 | — | — | — |
| 2023 | $102,046 | $57,355 | — | — | — |
| 2022 | $104,496 | — | $104,496 | — | — |