Plan Snapshot
- Plan Sponsor: Council On Aging, INC.
- Sponsor EIN: 550531508
- Sponsor Address: 695 MOUNTAINEER HIGHWAY, MULLENS, WV, 258820000
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 197
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 197 | $1.4M | $0 | $0 |
| 2024 | 156 | $1.3M | $40,943 | $82,050 |
| 2023 | 149 | $1.1M | $38,360 | $79,709 |
| 2022 | 148 | $933,773 | $38,373 | $78,173 |
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 |
|---|---|---|---|---|
| GRAY, GRIFFITH, & MAYS A.C. | 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 |
|---|---|---|---|---|---|
| 2025 | $202,479 | — | — | — | — |
| 2024 | $2,120 | — | — | — | — |
| 2023 | $4,853 | — | — | — | — |
| 2022 | $2,853 | — | — | — | — |