# Allied Pilots Association 401(k) Plan
Source: https://planprovider.pro/companies/allied-pilots-association-131982245-501

> Allied Pilots Association's 401(k) plan: 2,656 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allied Pilots Association

- **Sponsor EIN:** 131982245

- **Sponsor Address:** O'CONNELL BLDG, 14600 TRINITY BLVD, FORT WORTH, TX, 761552559

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

- **Plan Number:** 501

- **Total Participants:** 2,656

- **Total Assets:** $20.4M

## 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|2,656|$20.4M|$0|$6.9M|

| 2023|2,605|$18.4M|$0|$7.3M|

| 2022|2,703|$17.1M|$0|$7.2M|

## 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|

| NGS|Other Service Provider|$155,768|—|$155,768|

| THE SEGAL COMPANY|Other Service Provider|$53,876|—|$53,876|

| BDO USA, P.C.|Auditor|$38,370|—|$38,370|

| BENEFIT ELECT|Other Service Provider|$24,618|—|$24,618|

| MARQUETTE ASSOCIATES, INC.|Other Service Provider|$12,684|—|$12,684|

| STATE STREET BANK & TRUST CO|Custodian / Trustee|$8,758|—|$8,758|

| HARTNETT REYES-JONES|Other Service Provider|$7,119|—|$7,119|

### Verified Provider Profiles

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

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $301,193

- **Estimated Expense Ratio:** 1.474% 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|$1,407,020|$9,498|$216,789|$38,370|—|

| 2023|$1,005,812|$24,471|$179,100|$26,816|—|

| 2022|$1,333,985|$13,543|$181,554|—|$134,483|

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