Plan Snapshot
- Plan Sponsor: Area Agency On Aging Region 9 INC.
- Sponsor EIN: 310887396
- Sponsor Address: 710 WHEELING AVENUE, CAMBRIDGE, OH, 437253024
- Plan Type: 403(b)
- Total Participants: 159
- Total Assets: $10.5M
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 | 159 | $10.5M | $825,670 | $350,845 |
| 2023 | 152 | $8.6M | $771,207 | $320,166 |
| 2022 | 148 | $6.5M | $690,022 | $280,983 |
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 |
|---|---|---|---|---|
| LINCOLN RETIREMENT SERVICE COMPANY | Recordkeeper | $25,967 | — | $25,967 |
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | $23,909 | — | $23,909 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN RETIREMENT SERVICE COMPANY — Recordkeeper
- GLOBAL RETIREMENT PARTNERS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,876
- Estimated Expense Ratio: 0.476% of plan assets
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 | $25,967 | — | $25,967 | — | — |
| 2023 | $50,528 | — | $50,528 | — | — |
| 2022 | $30,246 | — | — | — | $30,246 |