Plan Snapshot
- Plan Sponsor: Air Force Academy Athletic Corporation
- Sponsor EIN: 454331061
- Sponsor Address: P.O. BOX 89, USAF ACADEMY, CO, 80840
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $10.7M
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 | 133 | $10.7M | $478,142 | $776,176 |
| 2023 | 130 | $9.5M | $458,724 | $777,338 |
| 2022 | 117 | $7.7M | $366,789 | $669,538 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $25,413 | — | $25,413 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $18,950 | — | $18,950 |
| ASCENSUS HOLDINGS, LLC | CONTRACT ADMIN | $13,969 | — | $13,969 |
| STOCKMAN KAST RYAN & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- STOCKMAN KAST RYAN & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,332
- Estimated Expense Ratio: 0.543% 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 | $98,970 | — | $98,970 | — | — |
| 2023 | $50,887 | — | $50,887 | — | — |
| 2022 | $43,986 | — | $43,986 | — | — |