# Area Agency On Aging, Psa2 403(b) Plan
Source: https://planprovider.pro/companies/area-agency-on-aging-psa2-403b-plan

> Area Agency On Aging, Psa2's 403(b) plan: 152 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, 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|

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