Plan Snapshot
- Plan Sponsor: St. John'S Retirement Village, INC.
- Sponsor EIN: 941636507
- Sponsor Address: 135 WOODLAND AVE, WOODLAND, CA, 956952701
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $525,203
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $525,203 | $0 | $0 |
| 2023 | 0 | $476,935 | $0 | $0 |
| 2022 | 13 | $730,139 | $0 | $12,784 |
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 |
|---|---|---|---|---|
| WIPFLILLP | Auditor | — | — | $0 |
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 | $929 | — | $929 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $330 | — | — | — | — |