Plan Snapshot
- Plan Sponsor: Area Agency On Aging, Region One, Incorporated
- Sponsor EIN: 742371957
- Sponsor Address: 1366 E. THOMAS ROAD, SUITE 108, PHOENIX, AZ, 850145739
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $10.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 125 | $10.5M | $556,392 | $655,534 |
| 2023 | 131 | $9.4M | $539,083 | $611,459 |
| 2022 | 124 | $8.2M | $478,094 | $534,912 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY PLLC — 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 | $45,977 | $27,672 | $18,305 | — | — |
| 2023 | $96,401 | $28,952 | $12,984 | — | — |
| 2022 | $102,694 | $30,252 | $72,442 | — | — |