Plan Snapshot
- Plan Sponsor: Friendship Village Of Dublin, Ohio, INC.
- Sponsor EIN: 310986918
- Sponsor Address: 6000 RIVERSIDE DRIVE, DUBLIN, OH, 43017
- Plan Type: 401(k)
- Total Participants: 420
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 420 | $5.1M | $173,015 | $679,524 |
| 2023 | 402 | $4.3M | $135,129 | $488,254 |
| 2022 | 258 | $4.1M | $106,274 | $406,830 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $2,115 | — | $2,115 | — | — |
| 2023 | $2,643 | — | $2,643 | — | — |
| 2022 | $2,291 | — | — | — | $2,291 |