Plan Snapshot
- Plan Sponsor: Sweet Virginia Care, LLC
- Sponsor EIN: 475548875
- Sponsor Address: 21035 SYCOLIN RD, STE 55, ASHBURN, VA, 201470000
- Plan Type: 401(k)
- Total Participants: 531
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 531 | $2.1M | $298,336 | $441,709 |
| 2023 | 126 | $1.2M | $220,812 | $358,701 |
| 2022 | 325 | $561,222 | $156,545 | $253,464 |
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 |
|---|---|---|---|---|
| INSERO & CO. CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INSERO & CO. CPAS — Auditor
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 | $10,107 | $10,107 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $2,756 | — | — | — | — |