Area Agency on Aging Region 9 403(b) match, vesting and fees
What Area Agency on Aging Region 9's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Lincoln Retirement Service Company | Schedule C ↗ |
| Independent auditor | Clark, Schaefer, Hackett & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Area Agency on Aging Region 9: employer contribution per participant | $5,128 | |
| Peer median | $1,468 |
| Area Agency on Aging Region 9: average balance | $65,096 | |
| Peer median | $37,786 |
| Area Agency on Aging Region 9: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7M at the end of plan year 2021 to $10.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 178 | $10.5M | $826K | $5,128 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 165 | $8.6M | $771K | $4,976 | 0.67% | Not published | Form 5500 ↗ |
| 2022 | 157 | $6.5M | $690K | $4,964 | 0.45% | Not published | Form 5500 ↗ |
| 2021 | 143 | $7M | $134K | $1,048 | 0.16% | Not published | Form 5500 ↗ |
Other Area Agency on Aging Region 9 plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Area Agency on Aging Region 9 Inc.
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 403(b) · Terminated (final filing) | Form 5500 ↗ |
Area Agency on Aging Region 9, Inc. Money Purchase Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Lincoln Retirement Services Company | Schedule C ↗ |
| Independent auditor | Clark, Schaefer, Hackett & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Area Agency on Aging Region 9 match 401(k) contributions?
The match terms for the Area Agency on Aging Region 9 Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $826K in employer contributions, about $5,128 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Area Agency on Aging Region 9 401(k) match vested?
The vesting schedule for the Area Agency on Aging Region 9 Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Area Agency on Aging Region 9 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Lincoln Retirement Service Company. The plan administrator is Area Agency on Aging Region 9 Inc..
I left Area Agency on Aging Region 9. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Area Agency on Aging Region 9 Inc., (740) 439-4478) or the recordkeeper, Lincoln Retirement Service Company. The Area Agency on Aging Region 9 old 401(k) page lists the contacts from every plan filing. Find an old Area Agency on Aging Region 9 401(k)
Data from the public Form 5500 annual reports Area Agency on Aging Region 9 filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Area Agency on Aging Region 9. Not financial advice. Report a correction · Methodology