# Aeon 401(k) Plan
Source: https://planprovider.pro/companies/aeon-401k-plan

> Aeon&#39;s 401(k) plan: 221 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aeon

- **Sponsor EIN:** 411558711

- **Sponsor Address:** 901 N. 3RD STREET STE 150, MINNEAPOLIS, MN, 55401

- **Plan Type:** 401(k)

- **Total Participants:** 221

- **Total Assets:** $7.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|221|$7.3M|$223,894|$541,048|

| 2023|229|$6.3M|$0|$546,796|

| 2022|236|$6.4M|$273,415|$578,541|

## 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|

| MAHONEY|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|$24,042|$17,676|$6,366|—|—|

| 2023|$107,960|$16,010|$5,384|—|—|

| 2022|$22,880|$17,023|$5,857|—|—|

## Similar Plans

- [Twin Cities Public Television](https://planprovider.pro/companies/twin-cities-public-television-401k-plan) — 231 participants

- [Center For Energy And Environment](https://planprovider.pro/companies/center-for-energy-and-environment-plan-003) — 236 participants

- [Northwood Children'S Home Society, INC.](https://planprovider.pro/companies/northwood-children-s-home-society-inc-403b-plan) — 240 participants

- [Science Museum Of Minnesota](https://planprovider.pro/companies/science-museum-of-minnesota-403b-plan) — 199 participants

- [Center For Energy And Environment](https://planprovider.pro/companies/center-for-energy-and-environment-403b-plan) — 248 participants

- [Scholarship America INC.](https://planprovider.pro/companies/scholarship-america-inc-403b-plan) — 192 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/aeon-401k-plan)

&copy; 2026 PlanProvider.Pro
