# Friendship Village Of Columbus, Ohio, INC. 401(k) Plan
Source: https://planprovider.pro/companies/friendship-village-of-columbus-ohio-inc-310892356-003

> Friendship Village Of Columbus, Ohio, INC.'s 401(k) plan: 282 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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