Plan Snapshot
- Plan Sponsor: Virginia United Methodist Homes, INC. Dba Pinnacle Living
- Sponsor EIN: 540720603
- Sponsor Address: 120 EASTSHORE DRIVE, SUITE 130, GLEN ALLEN, VA, 23059
- Plan Type: 403(b)
- Total Participants: 939
- Total Assets: $46.1M
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 | 939 | $46.1M | $1.2M | $2.0M |
| 2023 | 799 | $40.9M | $1.2M | $1.8M |
| 2022 | 765 | $37.4M | $1.9M | $1.8M |
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, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & 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 | $118,158 | — | $118,158 | — | — |
| 2023 | $106,794 | — | $106,794 | — | — |
| 2022 | $114,093 | — | $114,093 | — | — |