Plan Snapshot
- Plan Sponsor: City Ventures Professional Services, LLC
- Sponsor EIN: 823678714
- Sponsor Address: 7878 MAIN STREET, SUITE 2G, LA VISTA, NE, 68128
- Plan Type: 401(k)
- Total Participants: 477
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 477 | $3.6M | $482,841 | $802,577 |
| 2023 | 656 | $2.7M | $512,036 | $881,223 |
| 2022 | 778 | $1.5M | $262,087 | $660,194 |
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 |
|---|---|---|---|---|
| RYAN + MANN LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RYAN + MANN LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $15,643 | $288 | $14,305 | — | — |
| 2023 | $9,216 | $232 | $8,484 | — | — |
| 2022 | $5,772 | — | — | — | — |