Plan Snapshot
- Plan Sponsor: Village Associates INC.
- Sponsor EIN: 852959197
- Sponsor Address: PO BOX 950, PULASKI, WI, 54162
- Plan Type: 401(k)
- Total Participants: 321
- Total Assets: $29.9M
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 | 321 | $29.9M | $764,639 | $1.4M |
| 2023 | 334 | $25.7M | $804,235 | $1.4M |
| 2022 | 420 | $21.4M | $722,911 | $1.2M |
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 |
|---|---|---|---|---|
| EDWARD JONES | Investment Advisor | $52,908 | — | $52,908 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | Recordkeeper | $6,965 | — | $6,965 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,873
- Estimated Expense Ratio: 0.200% 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 | $59,873 | $52,908 | — | — | — |
| 2023 | $62,440 | $43,740 | — | — | — |
| 2022 | $54,102 | — | $54,102 | — | — |