# Community Village, INC. Dba Hartsfield Village 401(k) Plan
Source: https://planprovider.pro/companies/community-village-inc-dba-hartsfield-village-401k-plan

> Community Village, INC. Dba Hartsfield Village's 401(k) plan: 316 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — 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|—|—|

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