Roanoke College Defined Contribution Retirement Plan — Form 5500 plan (Roanoke College)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Roanoke College Defined Contribution Retirement Plan is a benefit plan reported by Roanoke College under EIN 54-0505945 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,151 participants and $151,649,996 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roanoke College
EIN
54-0505945
Plan number
001
Plan type
2
Location
Salem, VA
Latest filing year
2023
Participants
1,151
End-of-year plan assets
$151,649,996

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,151H, C20241015135926NAL0029880273001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$151,649,996
Total liabilities (EOY)
$0
Net assets (EOY)
$151,649,996
Net assets (BOY)
$139,096,964

Income & contributions

Employer contributions
$882,278
Participant contributions
$1,471,640
Total contributions
$2,846,581
Total income / additions
$21,405,940

Expenses & distributions

Benefits paid
$8,808,766
Administrative expenses
$62,075
Total expenses
$8,852,908
Net increase / (decrease)
$12,553,032

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCINVESTMENT ADVISOR$61,046not reported in the loaded dataset2023
TiaaRECORDKEEPER$1,704$02023

Related Form 5500 pages