# Virginia Association Of Independent Schools 403(b) Plan
Source: https://planprovider.pro/companies/virginia-association-of-independent-schools-403b-plan-333

> Virginia Association Of Independent Schools's 403(b) plan: 1,007 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ONEDIGITAL INVESTMENT ADVISORS|ADVISOR|$128,164|—|$128,164|

| TIAA-TEACHERS INSURANCE & ANNUNITY|INVESTMENT PROVIDER|$53,674|—|$53,674|

| PENTEGRA SERVICES, INC.|RECORDKEEPING|$49,554|—|$49,554|

| CLIFTONLARSONALLEN LLP|Auditor|-$7,361|—|-$7,361|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/ameritas-retirement-plans) — ADVISOR

- [TIAA-TEACHERS INSURANCE & ANNUNITY](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — INVESTMENT PROVIDER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $224,031

- **Estimated Expense Ratio:** 0.204% of plan assets

### 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|—|—|

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