# Ohio District 5 Area Agency On Aging 401(k) Plan
Source: https://planprovider.pro/companies/ohio-district-5-area-agency-on-aging-401k-plan

> Ohio District 5 Area Agency On Aging&#39;s 401(k) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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