Plan Snapshot
- Plan Sponsor: Aids Arms INC.
- Sponsor EIN: 752306145
- Sponsor Address: 3900 JUNIUS ST., DALLAS, TX, 75246
- Plan Type: 403(b)
- Total Participants: 206
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 206 | $8.2M | $319,560 | $1.1M |
| 2023 | 203 | $6.3M | $396,454 | $1.2M |
| 2022 | 246 | $4.6M | $405,791 | $1.1M |
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 |
|---|---|---|---|---|
| D & CO., LLP | 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 | $44,232 | $34,076 | $560 | — | — |
| 2023 | $28,544 | $18,641 | $660 | — | — |
| 2022 | $15,712 | $4,974 | $10,738 | — | — |