Plan Snapshot
- Plan Sponsor: Shentel Management Company
- Sponsor EIN: 201825528
- Sponsor Address: 500 SHENTEL WAY, EDINBURG, VA, 22824
- Plan Type: 401(k)
- Total Participants: 1,062
- Total Assets: $158.7M
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 | 1,062 | $158.7M | $4.7M | $5.4M |
| 2023 | 831 | $143.4M | $4.4M | $5.1M |
| 2022 | 832 | $123.2M | $4.2M | $4.9M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | Other Service Provider | $113,589 | — | $113,589 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,589
- Estimated Expense Ratio: 0.072% 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 | $100,318 | — | — | — | — |
| 2023 | $46,982 | — | — | — | — |
| 2022 | $7,384 | — | — | — | — |