# Region Vii Area Agency On Aging 401(k) Plan
Source: https://planprovider.pro/companies/region-vii-area-agency-on-aging-401k-plan

> Region Vii Area Agency On Aging's 401(k) plan: 210 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **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.|

| 2024|210|$4.8M|$0|$0|

| 2023|128|$3.9M|$0|$0|

## 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|

| RETIREMENT PLAN AUDIT SERVICES LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RETIREMENT PLAN AUDIT SERVICES LLC](https://planprovider.pro/provider/retirement-plan-audit-services-llc) — 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|$24,943|—|—|—|—|

| 2023|$51,805|$8,846|$42,959|—|—|

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