Plan Snapshot
- Plan Sponsor: Associations International, LLC
- Sponsor EIN: 274849171
- Sponsor Address: 2365 HARRODSBURG ROAD, LEXINGTON, KY, 40504
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $13.2M
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 | 174 | $13.2M | $304,425 | $1.0M |
| 2023 | 165 | $10.6M | $252,029 | $876,190 |
| 2022 | 143 | $8.6M | $209,956 | $748,804 |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD, 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 | $63,378 | — | — | — | — |
| 2023 | $63,539 | — | $63,539 | — | — |
| 2022 | $44,918 | — | — | — | $44,918 |