Plan Snapshot
- Plan Sponsor: Villa Academy
- Sponsor EIN: 910978575
- Sponsor Address: 5001 NE 50TH STREET, SEATTLE, WA, 981052801
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 112 | $6.9M | $412,262 | $413,052 |
| 2023 | 89 | $5.6M | $377,712 | $321,704 |
| 2022 | 86 | $5.9M | $333,293 | $281,388 |
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 |
|---|---|---|---|---|
| GREENWOOD OHLUND P.S. | 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 | $33,492 | $18,336 | $15,156 | — | — |
| 2023 | $32,237 | $17,149 | $15,088 | — | — |
| 2022 | $35,405 | $20,405 | $15,000 | — | — |