# Southwest Florida Retirement Center INC Dba Village On The Isle 401(k) Plan
Source: https://planprovider.pro/companies/southwest-florida-retirement-center-inc-dba-village-on-the-isle-401k-plan

> Southwest Florida Retirement Center INC Dba Village On The Isle's 401(k) plan: 269 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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](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:** $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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southwest-florida-retirement-center-inc-dba-village-on-the-isle-401k-plan)

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