Plan Ledger DOL Form 5500 · updated monthly

Community Village, Inc. dba Hartsfield Village401(k)

CVI RETIREMENT SAVINGS PLAN · MUNSTER, IN · plan year 2024

Reported admin expense ratio · 2024
0.32%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Community Village, Inc. dba Hartsfield Village reported $19,643 in plan administrative expenses for 2024: 0.32% of average plan assets, below the peer median. Employer contributions averaged $876 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.24% to 0.32%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (1,078th of 1,562), and 7,112th of 11,911 in health care & social assistance. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has grown from 272 to 316 since 2022.

Plan summary
Net assets, end of year$6,476,509
Participants with balances392
Active participants316
Employer contributions$276,734
Employee contributions$539,844
Employer contribution per active participant$876
Average account balance$16,522
Benefits paid to participants$780,722
Plan auditUnmodified (clean) audit opinion
AuditorSWARTZ, RETSON & CO. P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 392 accts · $277K emplr
2023$5.8M · 368 accts · $246K emplr
2022$5.0M · 331 accts · $219K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,107
Investment management$3,624
Audit (IQPA)$912
Total administrative$19,643
The Community Village, Inc. dba Hartsfield Village 401(k) match · 2024
Employer contribution per active participant$876
Median for plans this size$1,313
2024$876 per active participant
2023$787 per active participant
2022$807 per active participant

Community Village, Inc. dba Hartsfield Village's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$15,108

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$19,643 · 0.32%
2023$14,589 · 0.27%
2022$12,798 · 0.24%
Similar plansHealth Care & Social Assistance · Indiana
Rbr Alliance, Inc. IN$6.6M · 0.88%
Gibault Inc IN$6.2M · 0.10%
Boling Vision Center, LLC IN$6.0M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351956395 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.