Plan Snapshot
- Plan Sponsor: Teachstone Training, LLC
- Sponsor EIN: 800560774
- Sponsor Address: 675 PETER JEFFERSON PARKWAY, CHARLOTTESVILLE, VA, 22911
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $10.4M
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 | 207 | $10.4M | $645,285 | $1.3M |
| 2023 | 195 | $8.4M | $480,724 | $961,867 |
| 2022 | 165 | $6.4M | $438,907 | $848,655 |
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 |
|---|---|---|---|---|
| SMITH-LEONARD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH-LEONARD — 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 | $24,271 | $11,309 | $12,962 | — | — |
| 2023 | $1,250 | — | $1,250 | — | — |
| 2022 | $2,945 | — | $2,445 | — | — |