Plan Snapshot
- Plan Sponsor: Association For Energy Affordability, INC.
- Sponsor EIN: 133374285
- Sponsor Address: 105 BRUCKNER BOULEVARD, BRONX, NY, 10454
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $12.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 119 | $12.8M | $324,632 | $757,556 |
| 2023 | 103 | $11.3M | $280,028 | $628,884 |
| 2022 | 99 | $9.0M | $240,346 | $556,696 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $37,332 | $28,241 | $9,091 | — | — |
| 2023 | $6,938 | $2,568 | $4,370 | — | — |
| 2022 | $21,246 | $13,492 | $2,879 | — | — |