Plan Snapshot
- Plan Sponsor: The Covenant School
- Sponsor EIN: 541274746
- Sponsor Address: 175 HICKORY STREET, CHARLOTTESVILLE, VA, 22902
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $4.7M
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 | 144 | $4.7M | $247,734 | $407,862 |
| 2023 | 144 | $3.8M | $214,840 | $357,813 |
| 2022 | 128 | $3.0M | $187,994 | $322,036 |
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 |
|---|---|---|---|---|
| HANTZMON WIEBEL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HANTZMON WIEBEL LLP — 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 | $30,776 | — | $30,776 | — | — |
| 2023 | $26,454 | — | $26,454 | — | — |
| 2022 | $26,109 | — | — | — | $26,109 |