Plan Snapshot
- Plan Sponsor: Area Agency On Aging Of Southeast Arkansas
- Sponsor EIN: 710521880
- Sponsor Address: 709 EAST 8TH AVENUE P.O. BOX 8569, PINE BLUFF, AR, 71611
- Plan Type: 403(b)
- Total Participants: 321
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 321 | $3.5M | $140,428 | $205,020 |
| 2023 | 347 | $3.3M | $149,097 | $195,756 |
| 2022 | 340 | $3.1M | $152,598 | $196,345 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $5,533 | — | $5,533 | — | — |
| 2023 | $5,211 | — | $5,211 | — | — |
| 2022 | $7,309 | — | $7,309 | — | — |