# Ageoptions, INC. 403(b) Plan
Source: https://planprovider.pro/companies/ageoptions-inc-plan

> Ageoptions, INC.'s 403(b) plan: 109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ageoptions, INC.

- **Sponsor EIN:** 362806193

- **Sponsor Address:** 1048 LAKE ST STE 300, OAK PARK, IL, 603011102

- **Plan Type:** 403(b)

- **Total Participants:** 109

- **Total Assets:** $6.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|109|$6.1M|$284,326|$288,171|

| 2023|103|$5.3M|$256,591|$248,124|

| 2022|99|$4.3M|$249,991|$257,034|

## 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|

| SIKICH CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — 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|$737|—|—|—|—|

| 2023|$246|—|—|—|—|

| 2022|$344|—|—|—|—|

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