# Virginia Episcopal School 403(b) Plan
Source: https://planprovider.pro/companies/virginia-episcopal-school-403b-plan

> Virginia Episcopal School's 403(b) plan: 83 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/brown-edwards-and-company-llp) — 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|—|—|

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