Plan Snapshot
- Plan Sponsor: Appalachian Agency For Senior Citizens
- Sponsor EIN: 540990533
- Sponsor Address: 216 COLLEGE RIDGE ROAD, CEDAR BLUFF, VA, 24609
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $5.3M
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 | 215 | $5.3M | $321,094 | $322,079 |
| 2023 | 256 | $4.3M | $270,469 | $239,230 |
| 2022 | 225 | $3.5M | $212,984 | $189,170 |
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 |
|---|---|---|---|---|
| LALLY & CO., LLC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LALLY & CO., 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 | $27,238 | — | $27,238 | — | — |
| 2023 | $22,131 | — | $22,131 | — | — |
| 2022 | $11,680 | — | $11,680 | — | — |