Plan Snapshot
- Plan Sponsor: Aac Education Services, LLC. D/B/A All Around Children
- Sponsor EIN: 843966894
- Sponsor Address: 23840 AURORA RD, BEDFORD HEIGHTS, OH, 44146
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $704,722
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 | 179 | $704,722 | $82,361 | $205,553 |
| 2023 | 198 | $506,366 | $114,880 | $173,747 |
| 2022 | 163 | $230,509 | $87,708 | $131,756 |
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 |
|---|---|---|---|---|
| VESTWELL | RECORDKEEPER | $26,668 | — | $26,668 |
| NEITZEL, LUKE & SALOPEK, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VESTWELL — RECORDKEEPER
- NEITZEL, LUKE & SALOPEK, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,668
- Estimated Expense Ratio: 3.784% of plan assets
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 | $28,676 | — | $26,668 | — | — |
| 2023 | $22,105 | $700 | $20,686 | — | — |
| 2022 | $7,321 | $140 | $7,181 | — | — |