Plan Snapshot
- Plan Sponsor: Cicoa Aging & In-Home Solutions, INC.
- Sponsor EIN: 351310387
- Sponsor Address: 8440 WOODFIELD CROSSING BLVD STE, INDIANAPOLIS, IN, 462404359
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $11.0M
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 | 337 | $11.0M | $621,960 | $789,017 |
| 2023 | 407 | $11.1M | $642,630 | $805,438 |
| 2022 | 307 | $8.7M | $574,335 | $748,462 |
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 |
|---|---|---|---|---|
| COMER NOWLING AND ASSOCIATES, PC | 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 | $61,580 | — | $61,580 | — | — |
| 2023 | $69,832 | — | $69,832 | — | — |
| 2022 | $59,015 | $59,015 | — | — | — |