Plan Snapshot
- Plan Sponsor: Virginia Association Of Independent Schools
- Sponsor EIN: 541080608
- Sponsor Address: 9100 ARBORETUM PARKWAY, RICHMOND, VA, 232360000
- Plan Type: 403(b)
- Total Participants: 1,007
- Total Assets: $110.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,007 | $110.0M | $1.8M | $2.8M |
| 2023 | 695 | $74.8M | $299,654 | $435,118 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | -$7,361 | — | -$7,361 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: -$7,361
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 | $230,857 | — | $238,218 | -$7,361 | — |
| 2023 | $26,951 | — | $13,133 | — | — |