# Allied Pilots Association 401(k) Plan
Source: https://planprovider.pro/companies/allied-pilots-association-131982245-504

> Allied Pilots Association's 401(k) plan: 6,809 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:** 504

- **Total Participants:** 6,809

- **Total Assets:** $59.9M

## 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|6,809|$59.9M|$0|$7.7M|

| 2023|6,443|$63.1M|$0|$7.1M|

| 2022|5,531|$61.4M|$0|$6.6M|

## 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|$333,322|—|$333,322|

| GUARDIAN|Recordkeeper|$253,395|—|$253,395|

| THE SEGAL COMPANY|Other Service Provider|$243,124|—|$243,124|

| BENEFIT ELECT|Other Service Provider|$60,128|—|$60,128|

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

| STATE STREET BANK & TRUST CO|Custodian / Trustee|$25,319|—|$25,319|

| MARQUETTE ASSOCIATES, INC.|Other Service Provider|$24,198|—|$24,198|

| BHMS|Other Service Provider|$16,475|—|$16,475|

| WELLINGTON TRUST CO|Other Service Provider|$14,871|—|$14,871|

| HARTNETT REYES-JONES|Other Service Provider|$7,673|—|$7,673|

| TOWERS WATSON|Recordkeeper|$6,886|—|$6,886|

### Verified Provider Profiles

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

- [GUARDIAN](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

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

- [TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,023,761

- **Estimated Expense Ratio:** 1.709% 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|$1,082,166|$41,300|$720,139|$38,370|—|

| 2023|$884,568|$97,984|$621,131|$26,816|—|

| 2022|$927,569|$80,312|$666,374|—|$174,517|

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