Holding Company of the Villages 401(k) match, vesting and fees
What Holding Company of the Villages' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Purvis, Gray & Company, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 570 defined-contribution plans in construction with 1,000 to 4,999 participants.
| Holding Company of the Villages: employer contribution per participant | $944 | |
| Peer median | $2,900 |
| Holding Company of the Villages: average balance | $44,644 | |
| Peer median | $67,876 |
| Holding Company of the Villages: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.26% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $107M at the end of plan year 2021 to $100M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,381 | $100M | $2.1M | $944 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 2,941 | $87.3M | $2M | $752 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 4,247 | $90.5M | $2.6M | $697 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 5,174 | $107M | $2.1M | $514 | 0.22% | Not published | Form 5500 ↗ |
Common questions
Does Holding Company of the Villages match 401(k) contributions?
The match terms for the Holding Company of the Villages, Inc. Employees Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $2.1M in employer contributions, about $944 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Holding Company of the Villages 401(k) match vested?
The vesting schedule for the Holding Company of the Villages, Inc. Employees Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Holding Company of the Villages 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Holding Company of the Villages, Inc..
I left Holding Company of the Villages. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Holding Company of the Villages, Inc., (352) 750-5152) or the recordkeeper, Principal Life Insurance Company. The Holding Company of the Villages old 401(k) page lists the contacts from every plan filing. Find an old Holding Company of the Villages 401(k)
Data from the public Form 5500 annual reports Holding Company of the Villages filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Holding Company of the Villages. Not financial advice. Report a correction · Methodology