Plan Snapshot
- Plan Sponsor: Woodfin Heating INC
- Sponsor EIN: 541061638
- Sponsor Address: 1823 N HAMILTON STREET, RICHMOND, VA, 23230
- Plan Type: 401(k)
- Plan Number: 505
- Total Participants: 852
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2024 | 852 | $0 | $0 | $0 |
| 2023 | 919 | $0 | $0 | $0 |
| 2022 | 916 | $0 | $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 |
|---|---|---|---|---|
| HEALTHKEEPERS, INC | Other Service Provider | — | $405,594 | $405,594 |
| ANTHEM HEALTH PLANS OF VIRGINIA DBA | Investment Advisor | $109,180 | — | $109,180 |
| DELTA DENTAL OF VIRGINIA | Recordkeeper | $38,744 | — | $38,744 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANTHEM HEALTH PLANS OF VIRGINIA DBA — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $553,518
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |