Plan Snapshot
- Plan Sponsor: The Villages Charter School, INC.
- Sponsor EIN: 593597803
- Sponsor Address: 2210 DR RANDY MCDANIEL WAY, MIDDLETON, FL, 34762
- Plan Type: 401(k)
- Total Participants: 906
- Total Assets: $33.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 906 | $33.6M | $1.4M | $2.1M |
| 2023 | 787 | $27.5M | $992,573 | $1.5M |
| 2022 | 358 | $22.0M | $815,269 | $1.3M |
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 |
|---|---|---|---|---|
| PURVIS, GRAY & COMPANY, LLP | 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 | $31,544 | — | $31,544 | — | — |
| 2023 | $49,628 | — | $49,628 | — | — |
| 2022 | $46,258 | — | $46,258 | — | — |