# Allied Pilots Association 401(k) Plan
Source: https://planprovider.pro/companies/allied-pilots-association-131982245-509

> Allied Pilots Association's 401(k) plan: 7,708 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:** 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](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [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:** $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|

## Similar Plans

- [Allied Pilots Association](https://planprovider.pro/companies/allied-pilots-association-131982245-502) — 15,398 participants

- [Allied Pilots Association](https://planprovider.pro/companies/allied-pilots-association-131982245-504) — 6,809 participants

- [Allied Pilots Association](https://planprovider.pro/companies/allied-pilots-association-131982245-503) — 4,005 participants

- [Allied Pilots Association](https://planprovider.pro/companies/allied-pilots-association-131982245-501) — 2,656 participants

- [United Association Of Journeymen Lu 286](https://planprovider.pro/companies/united-association-of-journeymen-lu-286-740839138-501) — 1,882 participants

- [United Steelworkers Local 13-2001](https://planprovider.pro/companies/united-steelworkers-local-13-2001-741477105-501) — 750 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/allied-pilots-association-131982245-509)

© 2026 PlanProvider.Pro