Plan Snapshot
- Plan Sponsor: Aac INC.
- Sponsor EIN: 541233442
- Sponsor Address: 8470 TYCO ROAD, VIENNA, VA, 22182
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $20.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 84 | $20.4M | $98,076 | $659,306 |
| 2023 | 82 | $19.1M | $67,641 | $556,636 |
| 2022 | 64 | $16.9M | $96,603 | $565,782 |
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 |
|---|---|---|---|---|
| ROGERS & ASSOCIATES, LLC | Auditor | — | — | $0 |
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 | $96,323 | — | $96,323 | — | — |
| 2023 | $88,378 | — | $88,378 | — | — |
| 2022 | $87,806 | — | $84,656 | — | $3,150 |