# Associated Agencies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/associated-agencies-inc-401k-plan

> Associated Agencies, INC.'s 401(k) plan: 147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Associated Agencies, INC.

- **Sponsor EIN:** 362709020

- **Sponsor Address:** 1701 GOLF ROAD, ROLLING MEADOWS, IL, 600084227

- **Plan Type:** 401(k)

- **Total Participants:** 147

- **Total Assets:** $26.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|147|$26.2M|$655,593|$1.4M|

| 2023|134|$22.9M|$585,694|$1.1M|

| 2022|118|$18.9M|$450,235|$1.0M|

## 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|

| MILLER COOPER & CO. LTD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLER COOPER & CO. LTD](https://planprovider.pro/provider/miller-cooper-and-co-ltd) — 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|$4,164|—|$4,164|—|—|

| 2023|$8,898|—|$8,898|—|—|

| 2022|$9,056|—|$9,056|—|—|

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