Plan Snapshot
- Plan Sponsor: Westminster Canterbury Of The Blue Ridge
- Sponsor EIN: 521447069
- Sponsor Address: 250 PANTOPS MOUNTAIN ROAD, CHARLOTTESVILLE, VA, 22911
- Plan Type: 403(b)
- Total Participants: 294
- Total Assets: $16.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 294 | $16.5M | $0 | $0 |
| 2023 | 479 | $13.4M | $0 | $0 |
| 2022 | 439 | $11.7M | $0 | $0 |
| 2021 | 530 | $13.1M | $0 | $0 |
| 2020 | 493 | $9.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $70,208 | — | $69,853 | — | — |
| 2023 | $58,184 | — | $58,025 | — | — |
| 2022 | $62,113 | $3,237 | $58,876 | — | — |
| 2021 | $53,527 | $2,373 | $51,154 | — | — |
| 2020 | $43,941 | — | $41,267 | — | — |