Plan Snapshot
- Plan Sponsor: Aaa Northern California, Nevada & Utah
- Sponsor EIN: 940361645
- Sponsor Address: 1277 TREAT BOULEVARD, WALNUT CREEK, CA, 94597
- Plan Type: 401(k)
- Total Participants: 5,300
- Total Assets: $762.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 5,300 | $762.7M | $35.7M | $35.9M |
| 2023 | 5,182 | $663.8M | $32.2M | $33.1M |
| 2022 | 5,244 | $542.9M | $31.3M | $28.7M |
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 |
|---|---|---|---|---|
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPM 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 | $475,354 | $298,793 | $2,100 | — | — |
| 2023 | $418,546 | $263,019 | $600 | — | — |
| 2022 | $487,258 | $222,422 | — | — | — |