Plan Snapshot
- Plan Sponsor: Village Green Holding, LLC
- Sponsor EIN: 453536429
- Sponsor Address: 28411 NORTHWESTERN HIGHWAY, SOUTHFIELD, MI, 48034
- Plan Type: 401(k)
- Total Participants: 1,356
- Total Assets: $47.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 1,356 | $47.6M | $1.4M | $4.5M |
| 2023 | 894 | $39.1M | $517,536 | $3.8M |
| 2022 | 771 | $31.8M | $432,696 | $3.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $12,419 | — | $12,419 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $6,991 | — | $6,991 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,410
- Estimated Expense Ratio: 0.041% 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 | $19,410 | $6,991 | — | — | — |
| 2023 | $19,758 | $8,657 | — | — | — |
| 2022 | $16,276 | $7,301 | — | — | — |