# United Methodist Family Services Of Virginia 401(k) Plan
Source: https://planprovider.pro/companies/united-methodist-family-services-of-virginia-401k-plan

> United Methodist Family Services Of Virginia's 401(k) plan: 293 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Methodist Family Services Of Virginia

- **Sponsor EIN:** 540505969

- **Sponsor Address:** 3900 W BROAD ST, RICHMOND, VA, 232303958

- **Plan Type:** 401(k)

- **Total Participants:** 293

- **Total Assets:** $18.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|293|$18.8M|$668,519|$928,580|

| 2023|306|$18.1M|$642,131|$853,723|

| 2022|292|$16.8M|$627,681|$851,877|

## 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|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — 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|

| 2024|$129,023|—|$129,023|—|—|

| 2023|$129,365|—|$129,365|—|—|

| 2022|$125,692|—|$125,692|—|—|

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