Plan Snapshot
- Plan Sponsor: Ohio District 5 Area Agency On Aging
- Sponsor EIN: 341617183
- Sponsor Address: 2131 PARK AVE. WEST, ONTARIO, OH, 44906
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 111 | $2.8M | $168,911 | $189,555 |
| 2023 | 130 | $3.0M | $172,104 | $196,360 |
| 2022 | 124 | $2.4M | $155,502 | $196,867 |
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 |
|---|---|---|---|---|
| HOLBROOK & MANTER, CPAS | 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 | $5,254 | — | — | — | — |
| 2023 | $45,435 | — | $45,435 | — | — |
| 2022 | $42,062 | $41,837 | $225 | — | — |