Plan Snapshot
- Plan Sponsor: Virginia Eagle Distributing Co., LLC
- Sponsor EIN: 203904736
- Sponsor Address: PO BOX 496, VERONA, VA, 244820496
- Plan Type: 401(k)
- Total Participants: 403
- Total Assets: $33.9M
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 | 403 | $33.9M | $820,545 | $1.4M |
| 2023 | 405 | $29.6M | $806,075 | $1.4M |
| 2022 | 427 | $23.8M | $778,294 | $1.3M |
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 |
|---|---|---|---|---|
| ELMORE, HUPP & COMPANY, P.L.C. | 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 | $101,062 | — | $100,212 | — | — |
| 2023 | $82,059 | — | $81,159 | — | — |
| 2022 | $92,117 | — | — | — | — |