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Basic Capital
Clean filingNew plan

Team Villages LLC

81-1182564· Lady Lake, FL· ERISA Fiduciary Svcs· 2024 filing
D
0/100
Overall grade

Below average. Several areas need attention.

–
Fees
–
Financial Wellness
F
Plan design
A
Compliance
Fees

This plan's fees aren't public. Enter yours to grade them against similar plans.

Financial Wellness
n/a
Plan design

The employer contributes through profit sharing rather than a standard match.

F
Employer contributes via profit sharing
No standard match, but the employer puts money in through profit sharing. Often a flat percentage to everyone, which works like a match for employees.
No automatic enrollment
Employees have to opt in themselves. Auto-enrollment is the easiest way to lift participation, and most newly started plans are now required to include it.
Not safe harbor
The plan has to pass annual IRS nondiscrimination testing, which can cap what owners and higher earners are allowed to contribute.
Default investment (QDIA)
Employees who never pick investments land in a sensible default, usually a target-date fund, instead of cash.
No brokerage window
Employees can only invest through the plan's core fund menu. A brokerage window opens the wider market for people who want more control.
No Mega Backdoor Roth
High earners are capped at the standard contribution limit. A Mega Backdoor Roth lets them save well past it with after-tax dollars converted to Roth, and it's one of the most-requested features at competitive companies.
Compliance & health

Clean filing. No compliance issues found.

A
Clean filing
Deposits on time, testing passed, no red flags. The latest filing came back clean.
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ERISA Fiduciary Svcs

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Key insights

  • Strongest area: compliance & health. Clean filing. No compliance issues found.
  • Best place to improve: plan design. The employer contributes through profit sharing rather than a standard match.
  • Enter your fees (PEPM, monthly, and AUM %) to see exactly how your costs compare.
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