Plan Snapshot
- Plan Sponsor: John Knox Village Of Central Florida, INC.
- Sponsor EIN: 591831906
- Sponsor Address: 101 NORTHLAKE DRIVE, ORANGE CITY, FL, 32763
- Plan Type: 401(k)
- Total Participants: 648
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 648 | $9.2M | $247,367 | $827,983 |
| 2023 | 529 | $8.6M | $231,806 | $720,982 |
| 2022 | 476 | $7.6M | $253,376 | $722,985 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $11,694 | — | $3,314 | — | — |
| 2023 | $9,093 | — | $2,258 | — | — |
| 2022 | $7,826 | $863 | $6,963 | — | — |