Plan Snapshot
- Plan Sponsor: Roanoke College
- Sponsor EIN: 540505945
- Sponsor Address: 221 COLLEGE LANE, SALEM, VA, 241533794
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $497,795 | $771,426 |
| 2023 | 429 | $151.6M | $882,278 | $1.5M |
| 2022 | 414 | $139.1M | $1.2M | $1.4M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | INVESTMENT ADVISOR | $122,092 | — | $122,092 |
| BROWN, EDWARDS & COMPANY, L.L.P. | Auditor | $24,045 | — | $24,045 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & COMPANY, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $146,137
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 | $58,659 | $3,406 | $31,208 | $24,045 | — |
| 2023 | $62,075 | — | $62,075 | — | — |
| 2022 | $74,584 | — | $74,584 | — | — |