Plan Snapshot
- Plan Sponsor: Friendship Village Of Columbus, Ohio, INC.
- Sponsor EIN: 310892356
- Sponsor Address: 5800 FOREST HILLS BLVD, COLUMBUS, OH, 43231
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 282
- Total Assets: $3.7M
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 | 282 | $3.7M | $161,550 | $445,321 |
| 2023 | 291 | $2.8M | $138,438 | $354,123 |
| 2022 | 221 | $2.6M | $94,031 | $274,815 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $18,271 | — | $18,271 |
| EVERHART FINANCIAL GROUP INC EVERHA | Investment Advisor | $10,701 | — | $10,701 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,972
- Estimated Expense Ratio: 0.785% 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 | $28,972 | $10,701 | — | — | — |
| 2023 | $19,278 | $9,260 | — | — | — |
| 2022 | $15,238 | — | $15,238 | — | — |