# Area Agency On Aging Region 9 INC. 403(b) Plan
Source: https://planprovider.pro/companies/area-agency-on-aging-region-9-inc-403b-plan

> Area Agency On Aging Region 9 INC.'s 403(b) plan: 159 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 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|

| 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|$25,967|—|$25,967|—|—|

| 2023|$50,528|—|$50,528|—|—|

| 2022|$30,246|—|—|—|$30,246|

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