The Villages Of Indiana Retirement Plan
Sponsored by The Villages Of Indiana Inc. · EIN 351708240 · Plan #003
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 313
- With balances
- 360
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Procourse Fiduciary Advisors, Llc CRD 164328 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mj Retirement | Investment advisory (participants), Investment advisory (plan), Investment management | $23,193 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $1,973 |