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 |
|---|---|---|---|---|
| ARLINGTON CAPITAL | Other Service Provider | $672,996 | — | $672,996 |
| PIMCO | Other Service Provider | $522,405 | — | $522,405 |
| ACADIAN | Other Service Provider | $517,716 | — | $517,716 |
| CHARLES BANK PARTNERS | Recordkeeper | $427,395 | — | $427,395 |
| CLEARLAKE CAPITAL GROUP LP | Other Service Provider | $364,828 | — | $364,828 |
| GRAIN MANAGEMENT CAPITAL | Other Service Provider | $332,705 | — | $332,705 |
| BANK OF NEW YORK | Other Service Provider | $326,237 | — | $326,237 |
| BROWN CAPITAL MANAGEMENT | Other Service Provider | $303,686 | — | $303,686 |
| IFM GLOBAL INFRASTRUCTURE | Other Service Provider | $266,719 | — | $266,719 |
| WAUD CAPITAL PARTNERS VI LP | Other Service Provider | $260,230 | — | $260,230 |
| METLIFE | Other Service Provider | $257,831 | — | $257,831 |
| CAPVEST CO-INVESOTR V SCSP | Other Service Provider | $221,955 | — | $221,955 |
| GRIDIRON CAPITAL PARALLEL FUND LP | Other Service Provider | $212,927 | — | $212,927 |
| VITRUVIAN PARTNERS LP | Other Service Provider | $212,342 | — | $212,342 |
| T ROWE PRICE | Other Service Provider | $194,741 | — | $194,741 |
| GRAHAM PARTNERS VI LP | Other Service Provider | $190,785 | — | $190,785 |
| AXIUM INFRASTRUCTURE | Other Service Provider | $189,771 | — | $189,771 |
| AMPERSAND MANAGEMENT LLC | Other Service Provider | $185,642 | — | $185,642 |
| TA REALTY | Other Service Provider | $176,634 | — | $176,634 |
| EIGHTH CINVEN FUND (NO. 2) LP | Other Service Provider | $173,650 | — | $173,650 |
| HPS SPECIAL SITUAT OPPORT FUND II | Other Service Provider | $171,546 | — | $171,546 |
| VARDE FUND XIV GP LP | Other Service Provider | $171,168 | — | $171,168 |
| AUDAX MANAGEMENT CO LLC | Other Service Provider | $166,610 | — | $166,610 |
| VERITAS VII | Other Service Provider | $162,423 | — | $162,423 |
| AON HEWITT ASSOCIATES LP | Other Service Provider | $149,350 | — | $149,350 |
| WAUD CAPITAL PARTNERS V | Other Service Provider | $138,614 | — | $138,614 |
| TOWERS WATSON | Other Service Provider | $137,295 | — | $137,295 |
| PRIMARY VENTURE MANAGEMENT LLC | Other Service Provider | $131,717 | — | $131,717 |
| COALESCE CAPITAL FUND I LP | Other Service Provider | $120,755 | — | $120,755 |
| DCP CAP PARTNERS | Other Service Provider | $120,083 | — | $120,083 |
| GENSTAR CAPITAL PARTNERS X LP | Other Service Provider | $113,075 | — | $113,075 |
| GREENSPRING | Investment Advisor | $106,429 | — | $106,429 |
| WILLIAM MERCER | Other Service Provider | $103,801 | — | $103,801 |
| GENSTAR CAPITAL PARTNERS XI LP | Other Service Provider | $102,738 | — | $102,738 |
| ARDIAN SF VII | Other Service Provider | $100,068 | — | $100,068 |
| JMI EQUITY | Other Service Provider | $98,182 | — | $98,182 |
| CARLYLE GROUP | Other Service Provider | $95,030 | — | $95,030 |
| PROLOGIS TARGETED US LOGISTICS LP | Other Service Provider | $88,615 | — | $88,615 |
| CRAFT VENTURE MANAGEMENT | Other Service Provider | $36,000 | $36,000 | $72,000 |
| HPS SPECIALTY LOAN INTER'L FUND VI | Other Service Provider | $70,967 | — | $70,967 |
| THOMA BRAVO ADVISORS LP | Other Service Provider | $64,301 | — | $64,301 |
| GRANT THORTON | Auditor | $54,000 | — | $54,000 |
| SILVERSMITH MANAGEMENT LP | Other Service Provider | $42,000 | — | $42,000 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $40,952 | — | $40,952 |
| FOUNDATION CAPITAL X LP | Other Service Provider | $39,867 | — | $39,867 |
| BROOKFIELD ASSET MANAGEMENT | Other Service Provider | $38,181 | — | $38,181 |
| ASIA ALTERNATIVES MANAGEMENT LLC | Other Service Provider | $34,337 | — | $34,337 |
| STEPSTONE VC GLOBAL PARTNERS XI LP | Other Service Provider | $33,043 | — | $33,043 |
| STEPSTONE VC SECOND FUND VI LP | Other Service Provider | $18,057 | — | $18,057 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES BANK PARTNERS — Recordkeeper
- GREENSPRING — Investment Advisor
- GRANT THORTON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,796,399
- Estimated Expense Ratio: 0.538% 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 |