# Area Agency On Aging Of Southeast Arkansas 403(b) Plan
Source: https://planprovider.pro/companies/area-agency-on-aging-of-southeast-arkansas-403b-plan

> Area Agency On Aging Of Southeast Arkansas's 403(b) plan: 321 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 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Arkansas Hospice, INC.](https://planprovider.pro/companies/arkansas-hospice-inc-401k-plan) — 455 participants

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