# Aldea INC. 403(b) Plan
Source: https://planprovider.pro/companies/aldea-inc-403b-plan

> Aldea INC.'s 403(b) plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aldea INC.

- **Sponsor EIN:** 942159248

- **Sponsor Address:** 2310 FIRST STREET, NAPA, CA, 94559

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

- **Total Participants:** 121

- **Total Assets:** $7.9M

## 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|121|$7.9M|$271,471|$473,436|

| 2023|120|$8.1M|$241,960|$501,467|

| 2022|118|$6.6M|$210,876|$476,408|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$1,518|$39,673|$41,191|

| ARMANINO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $41,191

- **Estimated Expense Ratio:** 0.523% of plan assets

### 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|$1,460|—|$1,460|—|—|

| 2023|$1,021|—|$1,021|—|—|

| 2022|$918|—|$918|—|—|

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