Plan Snapshot
- Plan Sponsor: The New Community School Foundation
- Sponsor EIN: 540973221
- Sponsor Address: 4211 HERMITAGE RD, RICHMOND, VA, 232273718
- Plan Type: 403(b)
- Total Participants: 82
- Total Assets: $11.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 82 | $11.3M | $0 | $0 |
| 2024 | 83 | $10.9M | $0 | $0 |
| 2023 | 83 | $9.4M | $0 | $0 |
| 2022 | 69 | $4.1M | $43,228 | $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 |
|---|---|---|---|---|
| WELLSCOLEMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WELLSCOLEMAN — 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 |
|---|---|---|---|---|---|
| 2025 | $16,685 | $2,522 | $14,163 | — | — |
| 2024 | $11,266 | $1,426 | $9,840 | — | — |
| 2023 | $4,617 | $4,049 | $568 | — | — |
| 2022 | — | — | — | — | — |