Plan Snapshot
- Plan Sponsor: Virginia Marble Manufacturers
- Sponsor EIN: 540848845
- Sponsor Address: P.O. BOX 766 1201 E. FIFTH AVE, KENBRIDGE, VA, 239440766
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 161 | $4.4M | $106,678 | $224,994 |
| 2023 | 143 | $6.4M | $109,347 | $219,627 |
| 2022 | 153 | $5.2M | $119,969 | $231,512 |
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, P.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 | $37,925 | $21,860 | — | — | — |
| 2023 | $21,027 | $19,578 | — | — | — |
| 2022 | $2,660 | — | $2,660 | — | — |