Plan Snapshot
- Plan Sponsor: A.A. World Services, INC.
- Sponsor EIN: 131679617
- Sponsor Address: 475 RIVERSIDE DRIVE 11TH FLOOR, NEW YORK, NY, 10115
- Plan Type: 403(b)
- Total Participants: 103
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 103 | $7.7M | $458,947 | $574,643 |
| 2023 | 97 | $6.3M | $341,981 | $522,402 |
| 2022 | 114 | $4.7M | $245,335 | $441,241 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $32,078 | — | $32,078 | — | — |
| 2023 | $26,774 | — | $26,774 | — | — |
| 2022 | — | — | — | — | — |