Plan Snapshot
- Plan Sponsor: Veritas Classical Christian School
- Sponsor EIN: 550770184
- Sponsor Address: 3400 BROOK ROAD, RICHMOND, VA, 23227
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $4.2M
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 | 95 | $4.2M | $184,483 | $435,658 |
| 2023 | 94 | $3.2M | $154,807 | $359,136 |
| 2022 | 106 | $2.5M | $144,268 | $351,506 |
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 |
|---|---|---|---|---|
| KOSITZKA, WICKS AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KOSITZKA, WICKS AND COMPANY — 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 | $510 | — | $510 | — | — |
| 2023 | $1,115 | — | $1,115 | — | — |
| 2022 | $920 | — | $920 | — | — |