# Southern Environmental Law Center 403(b) Plan
Source: https://planprovider.pro/companies/southern-environmental-law-center-403b-plan

> Southern Environmental Law Center's 403(b) plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Environmental Law Center

- **Sponsor EIN:** 521436778

- **Sponsor Address:** 120 GARRETT ST., CHARLOTTESVILLE, VA, 229025613

- **Plan Type:** 403(b)

- **Total Participants:** 219

- **Total Assets:** $51.6M

## 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.|

| 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|

| 2024|$9,708|—|$125|—|—|

| 2023|$8,849|—|$100|—|—|

| 2022|$8,549|—|—|—|$150|

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