Plan Snapshot
- Plan Sponsor: Virginia Episcopal School
- Sponsor EIN: 540506431
- Sponsor Address: 400 V.E.S. ROAD, LYNCHBURG, VA, 24503
- Plan Type: 403(b)
- Total Participants: 83
- Total Assets: $16.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 83 | $16.9M | $412,519 | $343,446 |
| 2023 | 85 | $14.7M | $381,319 | $388,418 |
| 2022 | 77 | $12.1M | $348,471 | $390,171 |
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 |
|---|---|---|---|---|
| BROWN, EDWARDS & COMPANY L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & COMPANY L.L.P. — 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 | $17,899 | $5,436 | $11,717 | — | — |
| 2023 | $13,174 | — | $8,580 | $524 | — |
| 2022 | $11,730 | $3,578 | $6,732 | — | — |