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AROOSTOOK AREA AGENCY ON AGING, INC. — AROOSTOOK AREA AGENCY ON AGING 403B PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250924141028NAL0006840129002
AROOSTOOK AREA AGENCY ON AGING, INC.
Form 5500-SF
FILING_RECEIVED
AROOSTOOK AREA AGENCY ON AGING 403B PLAN
403(b) retirement plan
Active participants
116
Accounts w/ balance
72
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AROOSTOOK AREA AGENCY ON AGING, INC.
.
Find decision makers
Plan sponsor
Name
AROOSTOOK AREA AGENCY ON AGING, INC.
EIN
01-0322531
Address
260 MAIN STREET - SUITE B · P.O. BOX 1288 · PRESQUE ISLE, ME · 04769
Phone
(207) 764-3396
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
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62% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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