Plan Snapshot
- Plan Sponsor: Foxdale Village Corporation
- Sponsor EIN: 251542218
- Sponsor Address: 500 E. MARYLYN AVENUE, STATE COLLEGE, PA, 16801
- Plan Type: 403(b)
- Total Participants: 212
- Total Assets: $11.4M
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 | 212 | $11.4M | $441,962 | $448,812 |
| 2023 | 180 | $10.0M | $414,124 | $404,928 |
| 2022 | 200 | $8.7M | $380,012 | $374,503 |
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 |
|---|---|---|---|---|
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — 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 | $44,057 | — | $44,057 | — | — |
| 2023 | $20,162 | — | $20,162 | — | — |
| 2022 | $26,029 | — | $26,029 | — | — |