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: 502
- Total Participants: 15,398
- Total Assets: $2.5M
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 | 15,398 | $2.5M | $1.1M | $0 |
| 2023 | 15,103 | $2.0M | $0 | $0 |
| 2022 | 14,469 | $2.2M | $0 | $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 |
|---|---|---|---|---|
| BENEFIT ELECT | Other Service Provider | $58,236 | — | $58,236 |
| BDO USA, P.C. | Auditor | $38,370 | — | $38,370 |
| THE SEGAL COMPANY | Other Service Provider | $32,389 | — | $32,389 |
| NGS | Other Service Provider | $30,939 | — | $30,939 |
| HARTNETT REYES-JONES | Other Service Provider | $7,131 | — | $7,131 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,065
- Estimated Expense Ratio: 6.788% 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 | $204,064 | $1,188 | $116,925 | $38,370 | — |
| 2023 | $169,256 | $3,358 | $97,520 | $26,816 | — |
| 2022 | $158,710 | $3,167 | $90,021 | — | $59,156 |