# Association For Energy Affordability, INC. 401(k) Plan
Source: https://planprovider.pro/companies/association-for-energy-affordability-inc-401k-plan

> Association For Energy Affordability, INC.'s 401(k) plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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