# Western Reserve Area Agency On Aging 401(k) Plan
Source: https://planprovider.pro/companies/western-reserve-area-agency-on-aging-plan-002

> Western Reserve Area Agency On Aging's 401(k) plan: 341 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Western Reserve Area Agency On Aging

- **Sponsor EIN:** 341620774

- **Sponsor Address:** 1700 EAST 13TH STREET, CLEVELAND, OH, 44114

- **Plan Type:** 401(k)

- **Total Participants:** 341

- **Total Assets:** $14.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|341|$14.5M|$743,307|$1.3M|

| 2023|345|$11.8M|$663,895|$1.1M|

| 2022|326|$9.5M|$563,209|$897,657|

## 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|

| COHEN & COMPANY, LTD.|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|$63,874|$25,161|$24,098|—|—|

| 2023|$50,161|$16,417|$22,706|—|—|

| 2022|$38,987|$3,483|$30,193|—|$5,311|

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