Plan Snapshot
- Plan Sponsor: Williamsburg Landing, INC.
- Sponsor EIN: 521305909
- Sponsor Address: 5700 WILLIAMSBURG LANDING DR, WILLIAMSBURG, VA, 231853779
- Plan Type: 403(b)
- Total Participants: 424
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 424 | $8.7M | $267,964 | $683,913 |
| 2023 | 408 | $8.1M | $256,967 | $630,682 |
| 2022 | 364 | $7.6M | $231,676 | $594,417 |
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 |
|---|---|---|---|---|
| CHARLES W. SNADER, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES W. SNADER, P.C. — 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 | $80,261 | $26,546 | $53,715 | — | — |
| 2023 | $91,106 | $28,267 | $62,839 | — | — |
| 2022 | $83,759 | $26,636 | $57,123 | — | — |