Plan Snapshot
- Plan Sponsor: Southern Environmental Law Center
- Sponsor EIN: 521436778
- Sponsor Address: 120 GARRETT ST., CHARLOTTESVILLE, VA, 229025613
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 316
- Total Assets: $62.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 316 | $62.0M | $0 | $0 |
| 2024 | 219 | $51.6M | $1.7M | $1.5M |
| 2023 | 211 | $42.6M | $1.5M | $1.4M |
| 2022 | 188 | $33.3M | $1.4M | $1.3M |
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 |
|---|---|---|---|---|
| GRF CPAS AND ADVISORS | 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 |
|---|---|---|---|---|---|
| 2025 | $2,964,110 | — | $50 | — | — |
| 2024 | $9,708 | — | $125 | — | — |
| 2023 | $8,849 | — | $100 | — | — |
| 2022 | $8,549 | — | — | — | $150 |