# The Colonial Williamsburg Foundation 401(k) Plan
Source: https://planprovider.pro/companies/the-colonial-williamsburg-foundation-401k-plan

> The Colonial Williamsburg Foundation's 401(k) plan: 949 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Colonial Williamsburg Foundation

- **Sponsor EIN:** 540505888

- **Sponsor Address:** PO BOX 1776, WILLIAMSBURG, VA, 231871776

- **Plan Type:** 401(k)

- **Total Participants:** 949

- **Total Assets:** $101.0M

## 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|949|$101.0M|$483,349|$4.7M|

| 2023|1,519|$91.3M|$436,003|$4.4M|

| 2022|1,468|$78.3M|$386,767|$3.8M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$162,490|—|$162,490|

| PBMARES|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [PBMARES](https://planprovider.pro/provider/pbmares-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $162,490

- **Estimated Expense Ratio:** 0.161% 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|$157,302|—|—|—|—|

| 2023|$138,711|—|—|—|—|

| 2022|$119,409|—|—|—|—|

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