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

> The Colonial Williamsburg Foundation's DB plan: 1,123 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:** 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](https://planprovider.pro/provider/alight-solutions) — ACTUARY

- [BDO USA](https://planprovider.pro/provider/bdo-usa-pc) — 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|

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