Plan Snapshot
- Plan Sponsor: Region Iv Area Agency On Aging, INC
- Sponsor EIN: 382332594
- Sponsor Address: 2900 LAKEVIEW AVE, SAINT JOSEPH, MI, 490852379
- Plan Type: 403(b)
- Total Participants: 84
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 84 | $6.9M | $216,155 | $198,135 |
| 2023 | 78 | $6.0M | $128,411 | $199,719 |
| 2022 | 84 | $5.0M | $211,925 | $201,622 |
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 |
|---|---|---|---|---|
| YEO & YEO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO & YEO — 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 | $2,730 | — | — | — | — |
| 2023 | $2,530 | — | — | — | — |
| 2022 | $2,494 | — | $2,494 | — | — |