Plan Snapshot
- Plan Sponsor: Rappahannock Goodwill Industries, INC.
- Sponsor EIN: 540808744
- Sponsor Address: 4701 MARKET STREET, FREDERICKSBURG, VA, 22408
- Plan Type: 403(b)
- Total Participants: 268
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 268 | $2.5M | $40,097 | $101,891 |
| 2023 | 329 | $2.8M | $39,576 | $96,541 |
| 2022 | 397 | $2.5M | $41,365 | $109,339 |
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 |
|---|---|---|---|---|
| KEITER STEPHENS HURST GARY SHREAVES | 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 | $2,630 | — | — | — | — |
| 2023 | $2,673 | — | — | — | — |
| 2022 | $2,836 | — | — | — | — |