Plan Snapshot
- Plan Sponsor: Shenandoah University
- Sponsor EIN: 540525605
- Sponsor Address: 1460 UNIVERSITY DRIVE, WINCHESTER, VA, 22601
- Plan Type: 401(k)
- Plan Number: 505
- Total Participants: 355
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 355 | $1.6M | $0 | $28,862 |
| 2023 | 422 | $1.5M | $0 | $23,754 |
| 2022 | 455 | $1.4M | $0 | $23,123 |
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 |
|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | Other Service Provider | $51,926 | — | $51,926 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,926
- Estimated Expense Ratio: 3.263% 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 | $51,926 | — | $51,926 | — | — |
| 2023 | $45,032 | — | $45,032 | — | — |
| 2022 | $48,394 | — | $48,394 | — | — |