Plan Snapshot
- Plan Sponsor: Vann Virginia Center For Orthopaedics, P.C.
- Sponsor EIN: 541869072
- Sponsor Address: 230 CLEARFIELD AVE., SUITE 124, VIRGINIA BEACH, VA, 23462
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $27.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 230 | $27.7M | $963,653 | $845,870 |
| 2023 | 208 | $24.8M | $890,039 | $760,630 |
| 2022 | 195 | $22.1M | $836,472 | $697,824 |
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 |
|---|---|---|---|---|
| CHARLES W. SNADER, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES W. SNADER, P.C. — 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 | $69,868 | $60,464 | $3,735 | — | — |
| 2023 | $61,035 | $52,047 | $3,962 | — | — |
| 2022 | $62,657 | $53,890 | $5,008 | — | $3,759 |