Plan Snapshot
- Plan Sponsor: E. Ar. Area Agency On Aging INC.
- Sponsor EIN: 710508299
- Sponsor Address: 2005 EAST HIGHLAND, JONESBORO, AR, 72401
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $5.2M
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 | 128 | $5.2M | $106,601 | $115,029 |
| 2023 | 139 | $6.0M | $131,359 | $150,790 |
| 2022 | 151 | $5.9M | $136,602 | $154,874 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $2,860 | — | $2,860 | — | — |
| 2023 | $2,827 | — | $2,827 | — | — |
| 2022 | $2,928 | — | $2,928 | — | — |