# Virginia Union University 403(b) Plan
Source: https://planprovider.pro/companies/virginia-union-university-540524516-001

> Virginia Union University's 403(b) plan: 466 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Virginia Union University

- **Sponsor EIN:** 540524516

- **Sponsor Address:** 1500 NORTH LOMBARDY STREET, RICHMOND, VA, 23220

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 466

- **Total Assets:** $26.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|466|$26.3M|$0|$0|

| 2024|266|$24.7M|$231,126|$320,821|

| 2023|351|$23.6M|$236,333|$331,690|

| 2022|430|$21.9M|$228,567|$364,228|

## 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|

| CETERA ADVISOR NETWORKS LLC|Other Service Provider|—|$10,890|$10,890|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,890

- **Estimated Expense Ratio:** 0.041% of plan assets

### 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|

| 2025|$1,781,068|$4,717|—|—|—|

| 2024|$5,236|—|$5,236|—|—|

| 2023|$4,375|—|$4,375|—|—|

| 2022|$5,213|—|$5,213|—|—|

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