The Colonial Williamsburg Foundation 401(k) Plan: Login, Facts & Contact Information

The Colonial Williamsburg Foundation 401(k) Plan Facts

Plan name
COLONIAL WILLIAMSBURG TAX DEFERRED SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE COLONIAL WILLIAMSBURG FOUNDATION
Participants
1,889 (949 active employees)
Former employees with a balance
328
Plan assets
$101,033,041 at Dec 31, 2024
Average account balance
$78,809 across 1,282 accounts
Employer contributions
$483,349 in plan year 2024 (9% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.28 million went into the plan in contributions, $483,349 of it from the employer (9%).
  • $8.13 million was paid out to participants.
  • Investment and other income added $12.8 million.
  • Administrative expenses were $157,302, about $123 per account.

How the The Colonial Williamsburg Foundation 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,138$78.3 million$361,801$5.88 million
20202,118$86.8 million$303,935$6.89 million
20211,988$95.0 million$352,223$7.62 million
20221,688$78.3 million$386,767$4.71 million
20231,810$91.3 million$436,003$6.29 million
20241,889$101.0 million$483,349$8.13 million

The Colonial Williamsburg Foundation 401(k) Contact Information

Phone
757-229-1000
Mailing address
PO BOX 1776, WILLIAMSBURG VA 231871776
Plan sponsor
THE COLONIAL WILLIAMSBURG FOUNDATION
Employer identification number (EIN)
54-0505888
Plan number
004

Questions about the The Colonial Williamsburg Foundation 401(k)

Does The Colonial Williamsburg Foundation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $483,349, 9% of all contributions.

Does the The Colonial Williamsburg Foundation 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the The Colonial Williamsburg Foundation 401(k) plan?

1,889 participants at the start of plan year 2024, 949 of them active employees, and 328 former employees who still had money in the plan.

What is the average 401(k) balance at The Colonial Williamsburg Foundation?

About $78,809 per account: $101.0 million in plan assets across 1,282 accounts with a balance at the end of plan year 2024.

Who manages the The Colonial Williamsburg Foundation 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Colonial Williamsburg Foundation. How do I access my 401(k)?

Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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