# Villa Of Hope 401(k) Plan
Source: https://planprovider.pro/companies/villa-of-hope-160743164-001

> Villa Of Hope's 401(k) plan: 221 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Villa Of Hope

- **Sponsor EIN:** 160743164

- **Sponsor Address:** 3300 DEWEY AVENUE, ROCHESTER, NY, 14616

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 221

- **Total Assets:** $7.3M

## 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|221|$7.3M|$0|$800,224|

| 2023|225|$6.3M|$0|$763,031|

| 2022|243|$5.8M|$100,200|$736,950|

## 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|

| ADP, INC.|Recordkeeper|$27,811|—|$27,811|

| UBS FINANCIAL SERVICES, INC.|Investment Advisor|$25,909|—|$25,909|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — Recordkeeper

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $53,720

- **Estimated Expense Ratio:** 0.735% 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|$53,720|$26,139|—|—|—|

| 2023|$50,116|$22,312|—|—|—|

| 2022|$57,951|—|—|—|—|

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