Plan Snapshot
- Plan Sponsor: Heritage Village Master Association, INC.
- Sponsor EIN: 060888160
- Sponsor Address: 465 HERITAGE ROAD, SOUTHBURY, CT, 064881389
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 33 | $12.1M | $0 | $0 |
| 2022 | 33 | $11.1M | $0 | $0 |
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 | $146,130 | — | $146,130 |
| USI ADVISORS, INC | NONE | $45,664 | — | $45,664 |
| FIORITA KORNHAAS & COMPANY | NONE | $19,200 | — | $19,200 |
| CHARLES SCHWAB BANK | NONE | $14,120 | — | $14,120 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $225,114
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 | $239,449 | $22,427 | — | $14,800 | — |
| 2023 | $163,361 | $22,832 | — | $9,600 | — |
| 2022 | $46,179 | $46,179 | — | — | — |