# Area Agency On Aging, Region One, Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/area-agency-on-aging-region-one-incorporated-plan-002

> Area Agency On Aging, Region One, Incorporated's 401(k) plan: 125 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 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Canyonlands Community Health Care](https://planprovider.pro/companies/canyonlands-community-health-care-403b-plan) — 200 participants

- [Genevieve Iv INC.](https://planprovider.pro/companies/genevieve-iv-inc-401k-plan) — 1 participants

- [United Cerebral Palsy Associat](https://planprovider.pro/companies/united-cerebral-palsy-associat-401k-plan) — 279 participants

- [Sunset Community Health Center, INC](https://planprovider.pro/companies/sunset-community-health-center-inc-403b-plan) — 323 participants

- [Chiricahua Community Health Centers, INC.](https://planprovider.pro/companies/chiricahua-community-health-centers-inc-plan-001) — 473 participants

- [El Rio Santa Cruz Neighborhood Health Center, INC.](https://planprovider.pro/companies/el-rio-santa-cruz-neighborhood-health-center-inc-403b-plan) — 1,958 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/area-agency-on-aging-region-one-incorporated-plan-002)

© 2026 PlanProvider.Pro