# The Montpelier Foundation 403(b) Plan
Source: https://planprovider.pro/companies/the-montpelier-foundation-403b-plan

> The Montpelier Foundation's 403(b) plan: 109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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