Plan Snapshot
- Plan Sponsor: Community Village, INC. Dba Hartsfield Village
- Sponsor EIN: 351956395
- Sponsor Address: 10000 COLUMBIA AVENUE, MUNSTER, IN, 463214041
- Plan Type: 401(k)
- Total Participants: 316
- Total Assets: $6.5M
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 | 316 | $6.5M | $276,734 | $539,844 |
| 2023 | 313 | $5.8M | $246,419 | $492,591 |
| 2022 | 272 | $5.0M | $219,485 | $459,458 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $15,108 | — | $15,108 |
| SWARTZ, RETSON & CO. P.C. | Auditor | $912 | — | $912 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,020
- Estimated Expense Ratio: 0.247% 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 | $19,643 | $3,624 | $15,107 | $912 | — |
| 2023 | $14,589 | $2,070 | $12,215 | $304 | — |
| 2022 | $12,798 | $2,999 | $9,799 | — | — |