# Villa Esperanza Services 403(b) Plan
Source: https://planprovider.pro/companies/villa-esperanza-services-403b-plan

> Villa Esperanza Services's 403(b) plan: 329 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Villa Esperanza Services

- **Sponsor EIN:** 952148860

- **Sponsor Address:** 2116 E VILLA ST., PASADENA, CA, 91107

- **Plan Type:** 403(b)

- **Total Participants:** 329

- **Total Assets:** $7.6M

## 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|329|$7.6M|$213,446|$370,895|

| 2023|312|$6.5M|$208,227|$390,789|

| 2022|330|$5.2M|$188,669|$385,002|

## 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|

| STANCORP FINANCIAL GROUP|SERVICE PROVIDER|$39,579|—|$39,579|

| INDEPENDENT FINANCIAL GROUP LLC|ADVISOR|$27,109|—|$27,109|

| PENSION ASSURANCE LLP|Auditor|$27,109|—|$27,109|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — SERVICE PROVIDER

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $93,797

- **Estimated Expense Ratio:** 1.232% 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|$66,688|$39,579|—|$27,109|—|

| 2023|$58,410|—|$58,410|—|—|

| 2022|$60,703|—|$60,703|—|—|

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