# Oakwood Village University Woods Homes, INC. 403(b) Plan
Source: https://planprovider.pro/companies/oakwood-village-university-woods-homes-inc-403b-plan

> Oakwood Village University Woods Homes, INC.'s 403(b) plan: 711 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EDWARD JONES|INVESTMENT ADVISOR|$27,165|—|$27,165|

| THE HAYS FINANCIAL GROUP LLC|INVESTMENT ADVISOR|$9,959|—|$9,959|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $37,124

- **Estimated Expense Ratio:** 0.176% 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|$41,839|$40,646|$1,193|—|—|

| 2023|$34,317|$33,294|$1,023|—|—|

| 2022|$33,950|—|$33,950|—|—|

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