Plan Snapshot
- Plan Sponsor: Aia Corporation
- Sponsor EIN: 043429004
- Sponsor Address: 222 W. COLLEGE AVE, 9TH FLOOR, APPLETON, WI, 54911
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 63 | $635,200 | $113,896 | $251,042 |
| 2023 | 76 | $3.8M | $170,067 | $477,379 |
| 2022 | 101 | $2.8M | $203,128 | $402,383 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Recordkeeper | $18,195 | — | $18,195 |
| USI ADVISORS | Other Service Provider | $15,186 | — | $15,186 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,381
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $21,986 | — | — | — | — |
| 2023 | $23,460 | — | — | — | — |
| 2022 | $10,748 | — | $10,748 | — | — |