# Aaa Arizona, INC. DB Plan
Source: https://planprovider.pro/companies/aaa-arizona-inc-860002037-001

> Aaa Arizona, INC.'s DB plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aaa Arizona, INC.

- **Sponsor EIN:** 860002037

- **Sponsor Address:** 1277 TREAT BLVD., SUITE 1000, WALNUT CREEK, CA, 94597

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 88

- **Total Assets:** $17.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|88|$17.0M|$0|$0|

| 2023|96|$17.2M|$0|$0|

| 2022|99|$19.2M|$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|

| FID INST ASSET MANAGEMENT|Investment Advisor|$36,169|—|$36,169|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $36,169

- **Estimated Expense Ratio:** 0.212% of plan assets

### 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|$76,670|$36,169|—|—|—|

| 2023|$158,431|$50,224|—|—|—|

| 2022|$194,913|$57,596|—|—|$137,317|

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