Plan Snapshot
- Plan Sponsor: Holding Company Of The Villages, INC.
- Sponsor EIN: 204647993
- Sponsor Address: 7580 MIDDLETON DRIVE, MIDDLETON, FL, 34762
- Plan Type: 401(k)
- Total Participants: 1,912
- Total Assets: $100.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 1,912 | $100.4M | $2.1M | $7.7M |
| 2023 | 2,125 | $87.3M | $2.0M | $7.6M |
| 2022 | 2,863 | $90.5M | $2.6M | $9.6M |
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 |
|---|---|---|---|---|
| PURVIS, GRAY & COMPANY, LLP | Auditor | — | — | $0 |
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 | $295,325 | — | $295,325 | — | — |
| 2023 | $177,803 | — | $177,803 | — | — |
| 2022 | $238,159 | — | $238,159 | — | — |