Plan Snapshot
- Plan Sponsor: The Governing Committee Of The Section 403(B) Defined Contribution
- Sponsor EIN: 824833402
- Sponsor Address: 108 N. 8TH STREET, RICHMOND, VA, 23219
- Plan Type: 403(b)
- Total Participants: 6,105
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,105 | $1.3B | $19.9M | $19.9M |
| 2023 | 5,562 | $1.1B | $17.7M | $18.6M |
| 2022 | 5,192 | $889.0M | $16.1M | $17.7M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $33,589 | — | $33,589 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,589
- Estimated Expense Ratio: 0.003% 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 | $3,110,588 | — | $1,464,627 | $33,589 | — |
| 2023 | $2,633,030 | — | $1,247,716 | $33,767 | — |
| 2022 | $2,518,966 | $1,361,507 | $1,143,441 | — | — |