Plan Snapshot
- Plan Sponsor: Air Force Villages, INC.
- Sponsor EIN: 562493445
- Sponsor Address: 12455 FREEDOM WAY, SAN ANTONIO, TX, 78245
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 414
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 414 | $4.6M | $106,483 | $647,493 |
| 2023 | 440 | $4.7M | $126,867 | $628,886 |
| 2022 | 438 | $4.4M | $91,047 | $563,581 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $45,878 | — | $45,878 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,878
- Estimated Expense Ratio: 1.002% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $49,805 | — | $49,805 | — | — |
| 2023 | $43,056 | $43,056 | — | — | — |
| 2022 | $32,085 | — | $32,085 | — | — |