Plan Snapshot
- Plan Sponsor: Area Agency On Aging, Psa2
- Sponsor EIN: 311361630
- Sponsor Address: 40 WEST SECOND STREET - SUITE 400, DAYTON, OH, 45402
- Plan Type: 403(b)
- Total Participants: 152
- Total Assets: $16.0M
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 | 152 | $16.0M | $640,701 | $667,009 |
| 2023 | 151 | $13.3M | $565,966 | $567,463 |
| 2022 | 138 | $11.2M | $558,464 | $572,246 |
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 & CO. | 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 | $105,106 | $52,954 | — | — | — |
| 2023 | $89,827 | $46,458 | — | — | — |
| 2022 | $91,447 | — | — | — | $91,447 |