Plan Snapshot
- Plan Sponsor: Oakwood Village University Woods Homes, INC.
- Sponsor EIN: 390790565
- Sponsor Address: 6165 MINERAL POINT ROAD, MADISON, WI, 53705
- Plan Type: 403(b)
- Total Participants: 711
- Total Assets: $21.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 711 | $21.0M | $766,177 | $1.2M |
| 2023 | 684 | $19.0M | $718,744 | $1.2M |
| 2022 | 653 | $16.0M | $638,827 | $1.0M |
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 | $41,839 | $40,646 | $1,193 | — | — |
| 2023 | $34,317 | $33,294 | $1,023 | — | — |
| 2022 | $33,950 | — | $33,950 | — | — |