Plan Snapshot
- Plan Sponsor: Aaa Northeast
- Sponsor EIN: 050102480
- Sponsor Address: 110 ROYAL LITTLE DRIVE, PROVIDENCE, RI, 029041860
- Plan Type: 401(k)
- Total Participants: 3,718
- Total Assets: $358.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 3,718 | $358.2M | $11.4M | $17.0M |
| 2023 | 3,286 | $317.0M | $10.4M | $15.4M |
| 2022 | 3,168 | $270.2M | $9.3M | $13.7M |
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 |
|---|---|---|---|---|
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG LLP — 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 | $127,640 | — | $900 | — | — |
| 2023 | $120,297 | — | $1,800 | — | — |
| 2022 | $118,664 | — | — | — | — |