# Rappahannock Westminster-Canterbury, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rappahannock-westminster-canterbury-inc-541150148-001

> Rappahannock Westminster-Canterbury, INC.'s 401(k) plan: 231 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rappahannock Westminster-Canterbury, INC.

- **Sponsor EIN:** 541150148

- **Sponsor Address:** 132 LANCASTER DRIVE, IRVINGTON, VA, 22480

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 231

- **Total Assets:** $9.2M

## 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|231|$9.2M|$156,516|$595,923|

| 2023|270|$9.7M|$164,893|$601,249|

| 2022|233|$8.2M|$148,861|$524,684|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|$10,500|—|$10,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,500

- **Estimated Expense Ratio:** 0.115% 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|$72,666|—|$62,166|$10,500|—|

| 2023|$52,395|—|$48,195|—|—|

| 2022|$53,531|—|$44,081|—|—|

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