# Cicoa Aging & In-Home Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cicoa-aging-in-home-solutions-inc-401k-plan

> Cicoa Aging & In-Home Solutions, INC.'s 401(k) plan: 337 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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