Plan Snapshot
- Plan Sponsor: Vdv Management Company, LLC
- Sponsor EIN: 472872073
- Sponsor Address: 126 SEVEN FARMS DRIVE, CHARLESTON, SC, 29492
- Plan Type: 401(k)
- Total Participants: 618
- Total Assets: $5.1M
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 | 618 | $5.1M | $272,809 | $472,852 |
| 2023 | 527 | $4.1M | $241,822 | $420,003 |
| 2022 | 514 | $3.2M | $251,004 | $428,395 |
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 |
|---|---|---|---|---|
| LAVINE, LOFGREN, MORRIS & ENGELBERG | Auditor | — | — | $0 |
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 | $24,754 | $15,738 | $5,750 | — | — |
| 2023 | $12,852 | — | — | — | — |
| 2022 | $4,726 | — | — | — | — |