Plan Snapshot
- Plan Sponsor: The Village Family Services, INC.
- Sponsor EIN: 954625826
- Sponsor Address: 6736 LAUREL CANYON BLVD. #200, NORTH HOLLYWOOD, CA, 916061576
- Plan Type: 403(b)
- Total Participants: 138
- Total Assets: $7.3M
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 | 138 | $7.3M | $253,069 | $398,130 |
| 2023 | 140 | $6.6M | $239,827 | $350,031 |
| 2022 | 142 | $5.6M | $242,967 | $381,268 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $24,572 | — | $24,572 |
| EQUITABLE ADVISORS, LLC. | INVESTMENT ADVISORY | — | $15,935 | $15,935 |
| HARRINGTON GROUP LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,507
- Estimated Expense Ratio: 0.555% 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 | $24,573 | — | $24,573 | — | — |
| 2023 | $17,802 | — | $17,802 | — | — |
| 2022 | $27,988 | $8,504 | $19,484 | — | — |