Southwest Florida Retirement Center Inc DBA Village on the Isle 403(b) match, vesting and fees
What Southwest Florida Retirement Center Inc DBA Village on the Isle's 403(b) 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 | Lincoln National Corporation | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Southwest Florida Retirement Center Inc DBA Village on the Isle: employer contribution per participant | $686 | |
| Peer median | $1,468 |
| Southwest Florida Retirement Center Inc DBA Village on the Isle: average balance | $27,573 | |
| Peer median | $37,786 |
| Southwest Florida Retirement Center Inc DBA Village on the Isle: admin expenses ÷ assets | 0.94% | |
| Peer median | 0.39% |
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 $3.5M at the end of plan year 2021 to $4.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 325 | $4.4M | $110K | $686 | 0.94% | Not published | Form 5500 ↗ |
| 2023 | 318 | $3.6M | $112K | $687 | 0.93% | Not published | Form 5500 ↗ |
| 2022 | 302 | $3M | $105K | $682 | 0.74% | Not published | Form 5500 ↗ |
| 2021 | 302 | $3.5M | $101K | $638 | 0.96% | Not published | Form 5500 ↗ |
Common questions
Does Southwest Florida Retirement Center Inc DBA Village on the Isle match 401(k) contributions?
The match terms for the Village on the Isle Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $110K in employer contributions, about $686 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southwest Florida Retirement Center Inc DBA Village on the Isle 401(k) match vested?
The vesting schedule for the Village on the Isle Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southwest Florida Retirement Center Inc DBA Village on the Isle 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Lincoln National Corporation. The plan administrator is Southwest Florida Retirement Center Inc DBA Village on the Isle.
I left Southwest Florida Retirement Center Inc DBA Village on the Isle. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southwest Florida Retirement Center Inc DBA Village on the Isle, (941) 486-5421) or the recordkeeper, Lincoln National Corporation. The Southwest Florida Retirement Center Inc DBA Village on the Isle old 401(k) page lists the contacts from every plan filing. Find an old Southwest Florida Retirement Center Inc DBA Village on the Isle 401(k)
Data from the public Form 5500 annual reports Southwest Florida Retirement Center Inc DBA Village on the Isle 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 Southwest Florida Retirement Center Inc DBA Village on the Isle. Not financial advice. Report a correction · Methodology