Retirement plan

UNIVERSITY OF VIRGINIA PATENT FOUNDATION 403(B) RETIREMENT PLAN

Name: UNIVERSITY OF VIRGINIA PATENT FOUNDATION - UNIVERSITY OF VIRGINIA PATENT FOUNDATION 403(B) RETIREMENT PLAN (2025) Form 5500
Creator: UNIVERSITY OF VIRGINIA PATENT FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSITY OF VIRGINIA PATENT FOUNDATION 403(B) RETIREMENT PLAN, UNIVERSITY OF VIRGINIA PATENT FOUNDATION

UNIVERSITY OF VIRGINIA PATENT FOUNDATIONEIN 54-1045487Plan #001PY 2025

722 PRESTON AVENUE, SUITE 107 - CHARLOTTESVILLE, VA 22903434-924-2175

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.9M

+21.0% from 2024

Total participants

+44.8% from 2024

Average account balance

$188,118

-16.4% from 2024

Annual return

15.54%

-0.00 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.90M

Not enough data

1 years with asset history on file

Average account balance

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

$188K

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.

247.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$475K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+15.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3040

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 codes2F2G2L2T3D2M2S

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$128K

$7511 / participant

Other / not subdivided$128K100.0%

% of EOY assets

1.616%

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

$188,118

$154,228+22.0%

$145,433+29.4%

$137,256+37.1%

Participation rate

100.0%

83.8%+16.2pp

82.1%+17.9pp

80.0%+20.0pp

Annual return

15.54%

74.59%-59.0pp

66.58%-51.0pp

220.34%-204.8pp

Employer contribution / active EE

$13,180

$4,804+174.4%

$4,554+189.4%

$4,156+217.1%

Participant deferral / active EE

$14,756

$8,216+79.6%

$7,897+86.8%

$6,407+130.3%

Admin fee / account holder

$3,040

$14,344-78.8%

$13,129-76.8%

$12,270-75.2%

UNIVERSITY OF VIRGINIA PATENT FOUNDATION 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIVERSITY OF VIRGINIA PATENT FOUNDATION 403(B) RETIREMENT 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