# City Ventures Communities, LLC 401(k) Plan
Source: https://planprovider.pro/companies/city-ventures-communities-llc-401k-plan

> City Ventures Communities, LLC's 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** City Ventures Communities, LLC

- **Sponsor EIN:** 900609362

- **Sponsor Address:** 3121 MECHELSON DRIVE, IRVINE, CA, 92612

- **Plan Type:** 401(k)

- **Total Participants:** 125

- **Total Assets:** $18.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|125|$18.0M|$907,846|$1.4M|

| 2023|117|$15.0M|$737,431|$1.3M|

| 2022|104|$11.7M|$1.5M|$1.1M|

## 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|

| MORGAN STANLEY GLOBAL|INVESTMENT ADVISORY|$31,148|—|$31,148|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$22,622|—|$22,622|

| CENTRAL ADMINISTRATIVE SERVICES INC|CONTRACT ADMINISTRATOR|$3,400|$7,760|$11,160|

| TALLEY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY GLOBAL](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISORY

- [TALLEY, LLP](https://planprovider.pro/provider/talley-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $64,930

- **Estimated Expense Ratio:** 0.361% 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|$57,140|—|—|—|—|

| 2023|$43,026|—|$36,846|—|—|

| 2022|$52,746|—|—|—|$52,746|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/city-ventures-communities-llc-401k-plan)

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