Original filing (PDF)20250307100345NAL0007146275001

Hampton Roads Educational Telecommunications Assoc., Inc.

Name: Hampton Roads Educational Telecommunications Assoc., Inc. — Form 5500 Plan 002 (2023)
Creator: Hampton Roads Educational Telecommunications Assoc., Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hampton Roads Educational Telecommunications Association, Inc. 403(b) Retirement Plan

403(b) retirement plan · Hampton Roads Educational Telecommunications Assoc., Inc.'s Hampton Roads Educational Telecommunications Association, Inc. 403(b) Retirement Plan held $14.6M in plan assets for 114 participants in 2023, with Empower as recordkeeper.

Active participants

114

Accounts w/ balance

195

Plan assets (EOY)

$14.6M

Net assets (EOY)

$14.6M

People on this filing

AMY Sokol signed Hampton Roads Educational Telecommunications Assoc., Inc.'s 2023 Form 5500 as plan administrator.

AMY Sokol — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hampton Roads Educational Telecommunications Assoc., Inc.'s EIN is 54-0843118.

EIN 54-0843118

Plan number 002

Plan year 2023

ACK ID 20250307100345NAL0007146275001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Hampton Roads Educational Telecommunications Assoc., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Hampton Roads Educational Telecommunications Assoc., Inc.'s plan includes a 403(b) annuity, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAMPTON ROADS EDUCATIONAL TELECOMMUNICATIONS ASSOC., INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

56 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

HAMPTON ROADS EDUCATIONAL TELECOMMUNICATIONS ASSOC., INC.

EIN

all filings

Address

5200 HAMPTON BLVD · NORFOLK, VA · 235081507

Phone

(757) 889-9400

Industry

Information / Tech / Media

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 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$24K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADMIN PARTNERS LLC	—	CHERRY HILL, NJ	CONTRACT ADMIN	$645	—

Investments

56 direct securities · 1 pooled fund· $14.6M(100% 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.

Mutual Funds

$12.8M

46 holdings

Common Collective Trusts

$1.0M

2 holdings

Other securities

$287K

5 holdings

Pooled Separate Account

$281K

1 holding

Bonds / Notes

$231K

2 holdings

Cash / Money Market

$25K

1 holding

					% of plan
American Funds American Funds 2025 Target Date Retirement R6	Mutual Funds	—	—	$2.8M	19.4%
American Funds American Funds 2030 Target Date Retirement R6	Mutual Funds	—	—	$1.2M	8.1%
CREF Stock R1	Mutual Funds	—	—	$1.2M	7.9%
American Funds American Funds 2045 Target Date Retirement R6	Mutual Funds	—	—	$1.0M	7.1%
American Funds American Funds 2020 Target Date Retirement R6	Mutual Funds	—	—	$999K	6.8%
American Funds American Funds 2035 Target Date Retirement R6	Mutual Funds	—	—	$902K	6.2%
American Funds American Funds 2040 Target Date Retirement R6	Mutual Funds	—	—	$790K	5.4%
CREF Growth R1	Mutual Funds	—	—	$554K	3.8%
TIAA Traditional Non-Benefit Responsive (at fair value; rate varies)	Mutual Funds	—	—	$549K	3.8%
CREF Equity Index R1	Common Collective Trusts	—	—	$543K	3.7%
TIAA Traditional Benefit Responsive (at contract value; rate varies)	Mutual Funds	—	—	$541K	3.7%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$457K	3.1%
CREF Global Equities R1	Mutual Funds	—	—	$429K	2.9%
American Funds American Funds 2055 Target Date Retirement R6	Mutual Funds	—	—	$283K	1.9%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$281K	1.9%
American Funds American Funds 2050 Target Date Retirement R6	Mutual Funds	—	—	$232K	1.6%
MassMutual Life Insurance Co. General Account (at contract value; 1.76%)	Bonds / Notes	—	—	$182K	1.2%
American Funds American Funds 2060 Target Date Retirement R6	Mutual Funds	—	—	$153K	1.0%
American Funds American Funds 2010 Target Date Retirement R6	Mutual Funds	—	—	$138K	0.9%
CREF Core Bond R1	Mutual Funds	—	—	$111K	0.8%
Baird Funds Baird Core Plus Bond Institutional	Other securities	—	—	$97K	0.7%
TIAA Access Nuveen Lifecycle 2045 T4	Mutual Funds	—	—	$93K	0.6%
JPMorgan Equity Income R6	Other securities	—	—	$90K	0.6%
JPMorgan Large Cap Growth R6	Other securities	—	—	$85K	0.6%
CREF Inflation-Linked Bond R1	Mutual Funds	—	—	$72K	0.5%
Fidelity Investments Fidelity International Index	Mutual Funds	—	—	$70K	0.5%
CREF Money Market 1	Mutual Funds	—	—	$62K	0.4%
CREF Social Choice R1	Mutual Funds	—	—	$61K	0.4%
TIAA Access Nuveen Core Bond Plus T4	Mutual Funds	—	—	$50K	0.3%
Participant loans Interest bearing at 4.25% - 9.50%; maturing through Aug. 2028	Bonds / Notes	—	—	$49K	0.3%
TIAA Access Nuveen Small-Cap Blend Index T4	Mutual Funds	—	—	$47K	0.3%
TIAA Access Nuveen International Equity T4	Mutual Funds	—	—	$46K	0.3%
Fidelity Investments Fidelity Small Cap Index	Mutual Funds	—	—	$40K	0.3%
TIAA Access Nuveen Real Estate Securities T4	Mutual Funds	—	—	$36K	0.2%
MFS Investment Management MFS International Diversification R4	Mutual Funds	—	—	$32K	0.2%
TIAA Access Nuveen Core Equity T4	Mutual Funds	—	—	$31K	0.2%
Fidelity Investments Fidelity Mid Cap Index	Mutual Funds	—	—	$31K	0.2%
TIAA Access Nuveen Large Cap Responsible Equity T4	Mutual Funds	—	—	$30K	0.2%
TIAA Access Nuveen Mid-Cap Value T4	Mutual Funds	—	—	$30K	0.2%
MassMutual Premier MassMutual U.S. Govt Money Mkt R5 (Holding Acct) 3 American Century American Century Mid Cap Value R6	Cash / Money Market	—	—	$25K	0.2%
TIAA Access Nuveen Lifecycle 2050 T4	Mutual Funds	—	—	$24K	0.2%
TIAA Access Nuveen Lifecycle 2040 T4	Mutual Funds	—	—	$24K	0.2%
Fidelity Investments Fidelity U.S. Bond Index	Mutual Funds	—	—	$23K	0.2%
TIAA Access Nuveen Lifecycle 2030 T4	Mutual Funds	—	—	$19K	0.1%
TIAA Access Nuveen Lifecycle 2025 T4	Mutual Funds	—	—	$10K	<0.1%
TIAA Access Nuveen Lifecycle 2035 T4	Mutual Funds	—	—	$8K	<0.1%
Cohen & Steers Cohen & Steers Real Estate Securities I	Other securities	—	—	$8K	<0.1%
American Funds American Funds 2065 Target Date Retirement R6	Mutual Funds	—	—	$8K	<0.1%
BlackRock Mid-Cap Growth Equity Instl	Other securities	—	—	$7K	<0.1%
American Funds American Funds 2015 Target Date Retirement R6	Mutual Funds	—	—	$7K	<0.1%