Plan Snapshot
- Plan Sponsor: Aarp
- Sponsor EIN: 951985500
- Sponsor Address: C/O TAX DEPARTMENT, WASHINGTON, DC, 20049
- Plan Type: 401(k)
- Total Participants: 2,549
- Total Assets: $998.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,549 | $998.5M | $15.4M | $37.4M |
| 2023 | 2,544 | $885.7M | $14.2M | $34.7M |
| 2022 | 2,373 | $735.7M | $13.2M | $31.8M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | $54,000 | — | $54,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,000
- Estimated Expense Ratio: 0.005% 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 | $309,254 | $109,225 | — | $54,000 | — |
| 2023 | $268,829 | — | — | $53,000 | — |
| 2022 | $279,341 | — | — | — | $52,000 |