Plan Snapshot
- Plan Sponsor: Region Vii Area Agency On Aging
- Sponsor EIN: 382077462
- Sponsor Address: 1615 S EUCLID AVE, BAY CITY, MI, 487063319
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 210
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 210 | $4.8M | $502,282 | $287,959 |
| 2022 | 128 | $3.9M | $429,124 | $274,572 |