# Heritage Village Master Association 401(k) Plan
Source: https://planprovider.pro/companies/heritage-village-master-association-401k-plan

> Heritage Village Master Association's 401(k) plan: 84 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heritage Village Master Association

- **Sponsor EIN:** 060888160

- **Sponsor Address:** 465 HERITAGE ROAD, SOUTHBURY, CT, 064881389

- **Plan Type:** 401(k)

- **Total Participants:** 84

- **Total Assets:** $8.3M

## 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|84|$8.3M|$324,958|$339,019|

| 2023|80|$6.6M|$291,794|$277,805|

| 2022|77|$5.4M|$258,923|$271,674|

## 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|

| USI CONSULTING GROUP, INC.|NONE|$47,533|—|$47,533|

| USI ADVISORS, INC|NONE|$13,121|—|$13,121|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $60,654

- **Estimated Expense Ratio:** 0.729% 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|$70,454|$13,121|—|$9,800|—|

| 2023|$59,223|$10,244|—|$9,600|—|

| 2022|$55,640|$9,934|—|—|$45,706|

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