Plan Snapshot
- Plan Sponsor: The Montpelier Foundation
- Sponsor EIN: 311620682
- Sponsor Address: 11395 CONSTITUTION HIGHWAY, MONTPELIER STATION, VA, 22957
- Plan Type: 403(b)
- Total Participants: 109
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 109 | $5.8M | $127,296 | $183,629 |
| 2023 | 93 | $5.8M | $130,019 | $233,795 |
| 2022 | 96 | $5.4M | $142,261 | $248,808 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $957 | $36,082 | $37,039 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
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: $37,039
- Estimated Expense Ratio: 0.634% 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 | $732 | — | $732 | — | — |
| 2023 | $701 | — | $701 | — | — |
| 2022 | $462 | — | $462 | — | — |