Plan Snapshot
- Plan Sponsor: Village Northwest Unlimited
- Sponsor EIN: 421044017
- Sponsor Address: 330 VILLAGE CIRCLE, SHELDON, IA, 51201
- Plan Type: 403(b)
- Total Participants: 288
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 288 | $15.3M | $108,786 | $487,993 |
| 2023 | 278 | $14.3M | $111,703 | $488,650 |
| 2022 | 294 | $12.7M | $120,473 | $517,777 |
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 |
|---|---|---|---|---|
| AMERICAN STATE BANK | INVESTMENT PROFESSIONAL | — | $37,935 | $37,935 |
| DEFINITI, LLC | TPA | $12,493 | — | $12,493 |
| DENMAN CPA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DENMAN CPA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,428
- Estimated Expense Ratio: 0.330% 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 | $27,101 | — | $27,101 | — | — |
| 2023 | $74,272 | — | $74,272 | — | — |
| 2022 | $79,410 | — | — | — | $79,410 |