# American Achievement Corporation 401(k) Plan
Source: https://planprovider.pro/companies/american-achievement-corporation-401k-plan

> American Achievement Corporation's 401(k) plan: 247 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Achievement Corporation

- **Sponsor EIN:** 134126506

- **Sponsor Address:** 7211 CIRCLE S. ROAD, AUSTIN, TX, 78745

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

- **Total Participants:** 247

- **Total Assets:** $33.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|247|$33.8M|$50,000|$786,764|

| 2023|262|$35.7M|$325,000|$1.2M|

| 2022|485|$39.2M|$325,000|$1.5M|

## 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|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT ADVISOR|$21,029|—|$21,029|

| BDO USA PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [BDO USA PC](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:** $21,029

- **Estimated Expense Ratio:** 0.062% 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|-$42,836|$21,178|—|—|—|

| 2023|$55,483|—|—|—|—|

| 2022|$77,827|—|—|—|—|

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