# Winchester Cardiology & Vascular Medicine, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/winchester-cardiology-vascular-medicine-p-c-plan-001

> Winchester Cardiology & Vascular Medicine, P.C.'s 401(k) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Winchester Cardiology & Vascular Medicine, P.C.

- **Sponsor EIN:** 262446878

- **Sponsor Address:** 1870 AMHERST STREET, WINCHESTER, VA, 226012872

- **Plan Type:** 401(k)

- **Total Participants:** 96

- **Total Assets:** $22.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|96|$22.2M|$1.3M|$661,211|

| 2023|119|$21.4M|$721,745|$778,411|

| 2022|123|$17.4M|$600,000|$605,587|

## 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|

| YOUNT, HYDE & BARBOUR, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [YOUNT, HYDE & BARBOUR, P.C.](https://planprovider.pro/provider/yount-hyde-and-barbour-pc) — 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|$110,666|—|$110,666|—|—|

| 2023|$96,177|—|$96,177|—|—|

| 2022|$94,097|$83,121|$10,976|—|—|

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