Retirement plan

UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN

Name: UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION - UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN, UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION

UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATIONEIN 54-0838566Plan #001PY 2025

580 MASSIE ROAD - CHARLOTTESVILLE, VA 22903434-982-2339LinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$12.4M

+19.5% from 2024

Total participants

-2.6% from 2024

Average account balance

$325,260

+22.7% from 2024

Annual return

13.64%

-1.31 pp from 2024

Benchmarks

See 1,662 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort1,662 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$12.36M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$325K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

146.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$774K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.64%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4359

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D2G2J2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$166K

$6371 / participant

Other / not subdivided$166K100.0%

% of EOY assets

1.340%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$325,260

$69,590+367.4%

$136,867+137.6%

$94,015+246.0%

Participation rate

100.0%

66.3%+33.7pp

74.5%+25.5pp

70.8%+29.2pp

Annual return

13.64%

19.62%-6.0pp

42.97%-29.3pp

17.84%-4.2pp

Employer contribution / active EE

$18,098

$2,396+655.2%

$3,547+410.2%

$2,790+548.6%

Participant deferral / active EE

$11,680

$3,437+239.9%

$4,924+137.2%

$4,249+174.9%

Admin fee / account holder

$4,359

$8,912-51.1%

$10,340-57.8%

$8,951-51.3%

UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion