# American Advisors Group 401(k) Plan
Source: https://planprovider.pro/companies/american-advisors-group-401k-plan

> American Advisors Group's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** American Advisors Group

- **Sponsor EIN:** 201832276

- **Sponsor Address:** 781 NEWTON WAY, COSTA MESA, CA, 92612

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

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|0|$0|$0|$0|

| 2023|5|$3,035|$736,939|$1.6M|

| 2022|737|$47.8M|$2.7M|$9.3M|

## 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|

| MARCUM LLP|Auditor|$4,500|—|$4,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,500

### 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|$3,093|—|$2,337|—|—|

| 2023|$132,557|$63,830|—|$4,500|—|

| 2022|$191,408|—|—|—|—|

## Similar Plans

- [Lfc Corporate Services, INC.](https://planprovider.pro/companies/lfc-corporate-services-inc-plan) — 5 participants

- [Fidelity Mortgage Lenders, INC.](https://planprovider.pro/companies/fidelity-mortgage-lenders-inc-plan-005) — 5 participants

- [Allied Lending Group, INC.](https://planprovider.pro/companies/allied-lending-group-inc-plan-001) — 5 participants

- [7460, LLC](https://planprovider.pro/companies/7460-llc-401k-plan) — 6 participants

- [Mackillie, INC.](https://planprovider.pro/companies/mackillie-inc-401k-plan) — 4 participants

- [Reprop Investments INC](https://planprovider.pro/companies/reprop-investments-inc-401k-plan) — 6 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/american-advisors-group-401k-plan)

© 2026 PlanProvider.Pro