Plan Snapshot
- Plan Sponsor: East Ridge Retirement Village, INC.
- Sponsor EIN: 590903331
- Sponsor Address: 4300 NW 89TH BLVD, GAINESVILLE, FL, 326065688
- Plan Type: 403(b)
- Total Participants: 333
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 333 | $4.7M | $139,309 | $472,454 |
| 2023 | 517 | $4.3M | $151,928 | $536,843 |
| 2022 | 467 | $3.5M | $100,301 | $547,496 |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | $18,383 | $20 | $18,363 | — | — |
| 2023 | $19,426 | — | $19,426 | — | — |
| 2022 | $29,486 | — | $14,872 | — | $14,614 |