# Village Square Of Penna, INC. 401(k) Plan
Source: https://planprovider.pro/companies/village-square-of-penna-inc-401k-plan

> Village Square Of Penna, INC.'s 401(k) plan: 289 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Village Square Of Penna, INC.

- **Sponsor EIN:** 231702523

- **Sponsor Address:** 600 HORIZON DRIVE, CHALFONT, PA, 18914

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

- **Total Participants:** 289

- **Total Assets:** $12.4M

## 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|289|$12.4M|$123,797|$697,756|

| 2023|248|$11.4M|$116,135|$619,183|

| 2022|209|$10.5M|$107,896|$572,257|

## 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|

| PKF O'CONNOR DAVIES|Auditor|$20,387|—|$20,387|

### Verified Provider Profiles

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

- [PKF O'CONNOR DAVIES](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,387

- **Estimated Expense Ratio:** 0.165% 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|$81,570|$28,974|—|$20,387|—|

| 2023|$71,044|$26,090|—|$14,106|—|

| 2022|$74,138|—|$74,138|—|—|

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