# Village Northwest Unlimited 403(b) Plan
Source: https://planprovider.pro/companies/village-northwest-unlimited-plan-001

> Village Northwest Unlimited's 403(b) plan: 288 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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