Plan Snapshot
- Plan Sponsor: The Colonial Williamsburg Foundation
- Sponsor EIN: 540505888
- Sponsor Address: POST OFFICE BOX 1776, WILLIAMSBURG, VA, 231871776
- Plan Type: DB
- Total Participants: 1,123
- Total Assets: $259.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 1,123 | $259.7M | $0 | $0 |
| 2023 | 1,094 | $291.5M | $0 | $0 |
| 2022 | 1,101 | $301.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| AON CONSULTING | ACTUARY | $728,394 | — | $728,394 |
| INVESTURE EVERGREEN FUND | INVESTMENT MANAGEMENT | $424,346 | — | $424,346 |
| STRATEGIC INVESTMENT GROUP | INVESTMENT MANAGEMENT | $335,037 | — | $335,037 |
| BANK OF NEW YORK MELLON | TRUSTEE CUSTODIAN | $118,226 | — | $118,226 |
| FIDELITY INSTITUTIONAL ASSET | ACCOUNT MANAGEMENT | $71,207 | — | $71,207 |
| BDO USA | AUDITOR | $40,511 | — | $40,511 |
| VOYA INVESTMENT TRUST CO. | INVESTMENT MANAGEMENT | $35,180 | — | $35,180 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — ACTUARY
- BDO USA — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,752,901
- Estimated Expense Ratio: 0.675% 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 | $2,646,129 | $871,591 | $613,646 | $32,780 | — |
| 2023 | $2,953,607 | $1,031,033 | $41,883 | $34,132 | — |
| 2022 | $3,382,876 | $2,289,124 | $139,011 | — | $380,005 |