Plan Snapshot
- Plan Sponsor: Wvva Health Care Alliance, PC
- Sponsor EIN: 541839718
- Sponsor Address: 808 E MAIN STREET, WHITE SULPHUR SPRINGS, WV, 24986
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 41 | $5.9M | $104,986 | $104,490 |
| 2023 | 44 | $6.1M | $88,612 | $120,876 |
| 2022 | 60 | $5.1M | $120,008 | $159,143 |
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 | $1,098,761 | — | -$6,837 | — | — |
| 2023 | $53,743 | — | $6,993 | — | — |
| 2022 | -$2,905 | — | — | — | — |