# Benjamin Rose Institute On Aging 401(k) Plan
Source: https://planprovider.pro/companies/benjamin-rose-institute-on-aging-401k-plan

> Benjamin Rose Institute On Aging's 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Benjamin Rose Institute On Aging

- **Sponsor EIN:** 340714482

- **Sponsor Address:** 11890 FAIRHILL ROAD, CLEVELAND, OH, 441201053

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

- **Total Participants:** 102

- **Total Assets:** $7.1M

## 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|102|$7.1M|$279,163|$512,003|

| 2023|97|$6.3M|$285,755|$437,577|

| 2022|112|$5.2M|$228,049|$390,991|

## 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|

| CITRIN COOPERMAN & COMPANY, LLP|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|$3,610|—|—|—|—|

| 2023|$2,540|—|—|—|—|

| 2022|$4,488|—|—|—|$4,488|

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