Plan Snapshot
- Plan Sponsor: Southwest Florida Retirement Center INC Dba Village On The Isle
- Sponsor EIN: 591931148
- Sponsor Address: 920 TAMIAMI TRL S, VENICE, FL, 342853652
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $4.4M
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 | 269 | $4.4M | $110,436 | $499,322 |
| 2023 | 258 | $3.6M | $112,004 | $468,518 |
| 2022 | 240 | $3.0M | $105,104 | $395,740 |
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 | $38,154 | $7,984 | $30,170 | — | — |
| 2023 | $31,033 | $5,223 | $25,810 | — | — |
| 2022 | $24,054 | — | $17,549 | — | — |