Plan Snapshot
- Plan Sponsor: Handicap Village Dba One Vision
- Sponsor EIN: 420953968
- Sponsor Address: 600 GLEN OAKS DR, CLEAR LAKE, IA, 504288677
- Plan Type: 401(k)
- Total Participants: 346
- Total Assets: $9.5M
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 | 346 | $9.5M | $247,183 | $521,588 |
| 2023 | 326 | $9.4M | $240,569 | $480,362 |
| 2022 | 292 | $8.6M | $262,185 | $494,959 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY 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 | $57,255 | — | $57,255 | — | — |
| 2023 | $55,383 | — | $55,383 | — | — |
| 2022 | $61,244 | — | $61,244 | — | — |