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Original filing (PDF)20250307100345NAL0007146275001
HAMPTON ROADS EDUCATIONAL TELECOMMUNICATIONS ASSOC., INC.
Form 5500
FILING_RECEIVED
HAMPTON ROADS EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION, INC. 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
114
Accounts w/ balance
195
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAMPTON ROADS EDUCATIONAL TELECOMMUNICATIONS ASSOC., INC..
Plan sponsor
Name
HAMPTON ROADS EDUCATIONAL TELECOMMUNICATIONS ASSOC., INC.
EIN
54-0843118
Address
5200 HAMPTON BLVD · NORFOLK, VA · 235081507
Phone
(757) 889-9400
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-07
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CHARLES W. SNADER P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN PARTNERS LLC | — | CHERRY HILL, NJ | CONTRACT ADMIN | $645 | — |
Investments
1 pooled fund· $281K(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $281K | 1.9% |