# Appalachian Agency For Senior Citizens 401(k) Plan
Source: https://planprovider.pro/companies/appalachian-agency-for-senior-citizens-401k-plan

> Appalachian Agency For Senior Citizens's 401(k) plan: 215 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/lally-and-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|—|—|

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