Plan Snapshot
- Plan Sponsor: Aarp
- Sponsor EIN: 951985500
- Sponsor Address: C/O TAX DEPARTMENT, WASHINGTON, DC, 20049
- Plan Type: DB
- Total Participants: 2,180
- Total Assets: $1.6B
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 | 2,180 | $1.6B | $20.0M | $0 |
| 2023 | 1,995 | $1.5B | $45.0M | $0 |
| 2022 | 1,957 | $1.3B | $45.0M | $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 |
|---|---|---|---|---|
| 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: 0.003% 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 | $9,285,875 | $8,115,213 | $194,741 | $54,000 | — |
| 2023 | $7,553,444 | $6,326,989 | — | $53,000 | — |
| 2022 | $6,343,605 | $5,241,980 | — | — | $630,645 |