Plan Snapshot
- Plan Sponsor: Central Arkansas Area Agency On Aging, INC.
- Sponsor EIN: 710521402
- Sponsor Address: 700 W RIVERFRONT DRIVE, NORTH LITTLE ROCK, AR, 72114
- Plan Type: 401(k)
- Total Participants: 258
- Total Assets: $4.6M
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 | 258 | $4.6M | $109,708 | $188,698 |
| 2023 | 286 | $4.4M | $118,065 | $190,461 |
| 2022 | 279 | $4.0M | $106,231 | $177,391 |
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 |
|---|---|---|---|---|
| STEPHENS INC | Investment Advisor | $23,925 | — | $23,925 |
| ASCENSUS LLC | Other Service Provider | $13,486 | $5 | $13,491 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STEPHENS INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,416
- Estimated Expense Ratio: 0.808% of plan assets
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 | $37,411 | $23,925 | $13,486 | — | — |
| 2023 | $38,108 | $24,019 | $14,089 | — | — |
| 2022 | $38,639 | $23,957 | $14,682 | — | — |