Plan Snapshot
- Plan Sponsor: Aaag Holdings, INC.
- Sponsor EIN: 465654318
- Sponsor Address: 10333 N MERIDIAN ST, CARMEL, IN, 46290
- Plan Type: 401(k)
- Total Participants: 2,833
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,833 | $14.1M | $11,623 | $3.0M |
| 2023 | 2,397 | $10.2M | $154 | $2.6M |
| 2022 | 1,855 | $7.8M | $0 | $1.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MOSS & YANTIS CPA PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS & YANTIS CPA PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $15,538 | — | — | — | — |
| 2023 | $12,539 | — | — | — | — |
| 2022 | $6,541 | — | — | — | — |