# Allianz Asset Management Of America LLC 401(k) Plan
Source: https://planprovider.pro/companies/allianz-asset-management-of-america-llc-401k-plan

> Allianz Asset Management Of America LLC's 401(k) plan: 2,228 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allianz Asset Management Of America LLC

- **Sponsor EIN:** 990994535

- **Sponsor Address:** 650 NEWPORT CENTER DR., NEWPORT BEACH, CA, 92660

- **Plan Type:** 401(k)

- **Total Participants:** 2,228

- **Total Assets:** $2.2B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|2,228|$2.2B|$53.8M|$40.3M|

| 2023|2,419|$1.9B|$59.2M|$43.3M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$219,925|—|$219,925|

| EP WEALTH ADVISORS LLC|NONE|$36,715|—|$36,715|

| CHARLES SCHWAB & CO., INC.|NONE|$29,864|$51|$29,915|

| SIGNATUREFD LLC|NONE|$23,286|—|$23,286|

| EVOKE WEALTH LLC|NONE|$15,685|—|$15,685|

| MARINER PLATFORM SOLUTIONS LLC|NONE|$13,130|—|$13,130|

| BROWN BROTHERS HARRIMAN|NONE|$10,793|—|$10,793|

| PRIVATE OCEAN|NONE|$9,662|—|$9,662|

| WEALTH ENHANCEMENT ADVISORY SE|NONE|$6,862|—|$6,862|

| FISHER INVESTMENTS|NONE|$5,006|—|$5,006|

| WRIGHT FORD YOUNG AND COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [WRIGHT FORD YOUNG AND COMPANY](https://planprovider.pro/provider/wright-ford-young-and-co) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $370,979

- **Estimated Expense Ratio:** 0.017% 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|$350,869|$120,226|$10,793|—|—|

| 2023|$213,040|$96,600|—|—|—|

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