Plan Snapshot
- Plan Sponsor: Psa 3 Agency On Aging, INC.
- Sponsor EIN: 341160526
- Sponsor Address: 2423 ALLENTOWN RD, LIMA, OH, 45805
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $4.1M
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 | 182 | $4.1M | $137,926 | $180,950 |
| 2023 | 174 | $3.3M | $123,150 | $161,574 |
| 2022 | 135 | $2.8M | $206,388 | $154,341 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO | 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 | $9,974 | — | $9,974 | — | — |
| 2023 | $1,476 | — | — | — | — |
| 2022 | $1,067 | — | — | — | — |