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: 509
- Total Participants: 7,708
- Total Assets: $3.7M
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 | 7,708 | $3.7M | $0 | $6.8M |
| 2023 | 6,780 | $4.6M | $0 | $6.3M |
| 2022 | 6,788 | $3.9M | $0 | $5.3M |
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 |
|---|---|---|---|---|
| GUARDIAN | Recordkeeper | $178,676 | — | $178,676 |
| NGS | Other Service Provider | $82,863 | — | $82,863 |
| BENEFIT ELECT | Other Service Provider | $69,178 | — | $69,178 |
| THE SEGAL COMPANY | Other Service Provider | $66,626 | — | $66,626 |
| BDO USA, P.C. | Auditor | $38,370 | — | $38,370 |
| HARTNETT REYES-JONES | Other Service Provider | $9,310 | — | $9,310 |
| STATE STREET BANK & TRUST CO | Other Service Provider | $8,630 | — | $8,630 |
| FINISHING AND MAILING CENTER | Other Service Provider | $6,211 | — | $6,211 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUARDIAN — Recordkeeper
- 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: $459,864
- Estimated Expense Ratio: 12.466% 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 | $482,462 | $3,047 | $345,160 | $38,370 | — |
| 2023 | $447,972 | $6,924 | $336,929 | $26,816 | — |
| 2022 | $439,729 | $5,886 | $326,654 | — | $100,823 |