Plan Snapshot
- Plan Sponsor: Thomas Jefferson Foundation, INC
- Sponsor EIN: 540505959
- Sponsor Address: P O BOX 316, CHARLOTTESVILLE, VA, 22902
- Plan Type: 401(k)
- Total Participants: 344
- Total Assets: $29.2M
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 | 344 | $29.2M | $663,294 | $966,880 |
| 2023 | 354 | $25.4M | $603,088 | $924,110 |
| 2022 | 326 | $23.2M | $587,482 | $830,568 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | NONE | $24,000 | — | $24,000 |
| T. ROWE PRICE RPS, INC. | RECORD KEEPER | $6,375 | — | $6,375 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,375
- Estimated Expense Ratio: 0.104% 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 | $30,375 | — | — | $24,000 | — |
| 2023 | $5,015 | — | — | — | — |
| 2022 | $3,565 | — | — | — | — |