Plan Snapshot
- Plan Sponsor: Virginia Ear, Nose & Throat Asso
- Sponsor EIN: 541052755
- Sponsor Address: 161 WADSWORTH DRIVE, RICHMOND, VA, 23236
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $33.1M
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 | 118 | $33.1M | $801,890 | $635,755 |
| 2023 | 119 | $24.3M | $794,136 | $506,407 |
| 2022 | 127 | $20.6M | $842,348 | $446,935 |
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 |
|---|---|---|---|---|
| HARRIS HARDY JOHNSTONE PC | 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 | $92,215 | — | — | — | — |
| 2023 | $81,147 | — | — | — | — |
| 2022 | — | — | — | — | — |