Plan Ledger DOL Form 5500 · updated monthly

Central Virginia Health Services, Inc.403(b)

CENTRAL VIRGINIA HEALTH SERVICES INC. TAX SHELTER ANNUITY RETIREMENT PLAN · NEW CANTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.24%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Central Virginia Health Services, Inc. reported $91,717 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $113 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.18% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 584th-largest of 2,266 plans among Virginia employers on file, and the 2,241st of 11,911 in health care & social assistance. In 2024, employees put in $33.93 for every $1.00 the employer contributed; active participation has grown from 453 to 540 since 2022.

Plan summary
Net assets, end of year$40,008,551
Participants with balances622
Active participants540
Employer contributions$60,813
Employee contributions$2,063,295
Employer contribution per active participant$113
Average account balance$64,322
Benefits paid to participants$2,142,287
Plan auditUnmodified (clean) audit opinion
AuditorROBINSON, FARMER, COX ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$40.0M · 622 accts · $61K emplr
2023$35.8M · 589 accts · $1.1M emplr
2022$29.2M · 510 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$88,472
Total administrative$91,717
Employer contributions to the Central Virginia Health Services, Inc. plan · 2024
Employer contribution per active participant$113
Median for plans this size$2,416
2024$113 per active participant
2023$2,157 per active participant
2022$2,263 per active participant

Central Virginia Health Services, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TIAA · Recordkeeping · Pension consulting$70,024
ROBINSON FARMER COX ASSOCIATES PLLC · Accounting / audit$16,500
NFP RETIREMENT INC. · Consulting$9,425
AXA EQUITABLE LIFE INSURANCE CO · Trustee (directed) · Investment management$1,037

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$91,717 · 0.24%
2023$81,590 · 0.25%
2022$54,794 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Thrive Counseling LLC VA$41.1M · 0.64%
Capital Hospice VA$40.4M · 0.38%
Urology of Virginia, PLLC VA$38.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540887287 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.