Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 333Employer EIN 82-4833402
- Participants (2024)
- 12,255
- Net assets (2024)
- $1.3 billion
- Recordkeeper
- FidelityEarlier: Cpi Qualified Consultants (2018)
- Plan administrator
- Pentegra Services, Inc.
701 Westchester Aveune, Suite 320E
White Plains, NY 10604
(844) 367-2848As filed for 2024 - In effect since
- August 1, 2018
Plans merged into this one: Ferrum College Defined Contribution Retirement (2018); Sweet Briar College Tax-Deferred Annuity Plan (2019); Sweet Briar College Defined Contribution Retirement Plan (2019); Lynchburg College Defined Contribution Retirement Plan (2018); Roanoke College Defined Contribution Retirement Plan (2024); Mary Baldwin College Defined Contribution Retireme (2018).
Year by year, 2018 to 2024
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 12,255 | $1.3 billion | Fidelity |
| 2023 | 11,629 | $1.1 billion | Fidelity |
| 2022 | 10,583 | $889 million | Fidelity |
| 2021 | 10,258 | $1.0 billion | Fidelity |
| 2020 | 10,449 | $948 million | Fidelity |
| 2019 | 8,793 | $724 million | Fidelity |
| 2018 | 5,522 | $372 million | Cpi Qualified Consultants |