# Area Agency On Aging District 7 401(k) Plan
Source: https://planprovider.pro/companies/area-agency-on-aging-district-7-401k-plan

> Area Agency On Aging District 7's 401(k) plan: 193 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Area Agency On Aging District 7

- **Sponsor EIN:** 310971399

- **Sponsor Address:** 1 ACY AVENUE, JACKSON, OH, 45640

- **Plan Type:** 401(k)

- **Total Participants:** 193

- **Total Assets:** $8.3M

## 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|193|$8.3M|$504,550|$453,333|

| 2023|187|$7.9M|$495,603|$498,067|

| 2022|190|$6.7M|$464,440|$455,888|

## 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|

| CLARK SCHAEFER HACKETT|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|$57,105|—|—|—|—|

| 2023|$88,524|—|$64,604|—|—|

| 2022|$83,869|—|$83,869|—|—|

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