# Village Retirement Communities, LLC 401(k) Plan
Source: https://planprovider.pro/companies/village-retirement-communities-llc-401k-plan

> Village Retirement Communities, LLC's 401(k) plan: 214 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Village Retirement Communities, LLC

- **Sponsor EIN:** 061476443

- **Sponsor Address:** 715 PUTNAM PIKE, GREENVILLE, RI, 02828

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

- **Total Participants:** 214

- **Total Assets:** $6.3M

## 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|214|$6.3M|$74,702|$411,939|

| 2023|205|$6.0M|$72,247|$405,308|

| 2022|182|$4.8M|$66,104|$362,798|

## 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|

| MORGAN STANLEY GLOBAL|NONE|$29,274|—|$29,274|

| ASCENSUS LLC|NONE|$16,720|—|$16,720|

| CAVANAGH CPAS & ASSOCIATES, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CAVANAGH CPAS & ASSOCIATES, LLC](https://planprovider.pro/provider/cavanagh-cpas-and-associates-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,994

- **Estimated Expense Ratio:** 0.731% 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|$45,994|$29,274|$16,720|—|—|

| 2023|$35,843|$25,314|$10,529|—|—|

| 2022|$26,668|$23,578|$3,090|—|—|

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