Plan Snapshot
- Plan Sponsor: American Airlines, INC. - Retirement
- Sponsor EIN: 131502798
- Sponsor Address: MAIL DROP 8A209, FORT WORTH, TX, 761551801
- Plan Type: 401(k)
- Plan Number: 020
- Total Participants: 0
- Total Assets: $12.5B
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 | 0 | $12.5B | $0 | $0 |
| 2023 | 0 | $12.6B | $0 | $0 |
| 2022 | 0 | $12.0B | $0 | $0 |
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 |
|---|---|---|---|---|
| TRIDENT VII LP | Investment Advisor | $4,786,221 | — | $4,786,221 |
| OAK HILL PARTNERS IV | Investment Advisor | $4,680,446 | — | $4,680,446 |
| COURT SQUARE CAPITAL PARTNERS III | Investment Advisor | $4,427,851 | — | $4,427,851 |
| TRIDENT VI LP | Investment Advisor | $4,201,517 | — | $4,201,517 |
| HPS MEZZANINE PARTNERS II LLC | Investment Advisor | $3,848,203 | — | $3,848,203 |
| J. P. MORGAN | Investment Advisor | $2,133,176 | — | $2,133,176 |
| ALPINE INVESTORS VII | Investment Advisor | $2,131,752 | — | $2,131,752 |
| CARLYLE PARTNERS VIII LP | Investment Advisor | $2,100,000 | — | $2,100,000 |
| NB PRIVATE DEBT FUND IV | Investment Advisor | $1,772,519 | — | $1,772,519 |
| PIMCO | Investment Advisor | $1,565,486 | — | $1,565,486 |
| CALERA CAPITAL PARTNERS VI (NEW IN | Investment Advisor | $1,466,151 | — | $1,466,151 |
| HALIFAX CAPITAL PARTNERS IV, LP | Investment Advisor | $1,384,224 | — | $1,384,224 |
| NB PRIVATE DEBT FUND III | Investment Advisor | $1,381,230 | — | $1,381,230 |
| TRIDENT IX LP | Investment Advisor | $1,293,750 | — | $1,293,750 |
| METLIFE | Investment Advisor | $1,278,846 | — | $1,278,846 |
| BROOKFIELD INFRASTRUCTURE FD V | Investment Advisor | $1,260,000 | — | $1,260,000 |
| MFS INSTITUTIONAL ADVISORS, INC. | Investment Advisor | $1,238,803 | — | $1,238,803 |
| BROOKFIELD GLOBAL TRANSITION | Investment Advisor | $1,200,692 | — | $1,200,692 |
| KAYNE ANDERSON ENERGY FUND V | Investment Advisor | $1,195,276 | — | $1,195,276 |
| COURT SQUARE CAPITAL PARTNERS IV | Investment Advisor | $1,184,532 | — | $1,184,532 |
| HPS MEZZANINE PARTNERS II GP LP | Investment Advisor | $1,181,052 | — | $1,181,052 |
| CARLYLE PARTNERS VII, LP | Investment Advisor | $1,155,836 | — | $1,155,836 |
| ARCTOS SPORTS PARTNERS FUND II | Investment Advisor | $1,123,380 | — | $1,123,380 |
| WASSERSTEIN PARTNERS IV | Investment Advisor | $1,077,300 | — | $1,077,300 |
| NISA INVESTMENT ADVISORS LLC & HALO | Investment Advisor | $1,054,205 | — | $1,054,205 |
| GI PARTNERS VI | Investment Advisor | $984,375 | — | $984,375 |
| TRILANTIC CAPITAL PARTNERS VI | Investment Advisor | $969,093 | — | $969,093 |
| MONARCH CAPITAL PARTNERS III (NEW I | Investment Advisor | $963,851 | — | $963,851 |
| SUMERA EQUITY PARTNERS IV | Investment Advisor | $936,874 | — | $936,874 |
| GI PARTNERS V | Investment Advisor | $910,826 | — | $910,826 |
| BROOKFIELD INFRASTRUCTURE IV | Investment Advisor | $908,862 | — | $908,862 |
| SUMERA EQUITY PARTNERS III | Investment Advisor | $876,297 | — | $876,297 |
| ADAMS STREET CREDIT ADVISORS LP | Other Service Provider | — | $859,698 | $859,698 |
| RIDGEWOOD ENERGY OIL GAS FUND IV | Investment Advisor | $843,750 | — | $843,750 |
| TRIDENT VIII | Investment Advisor | $820,679 | — | $820,679 |
| APAX X | Investment Advisor | $800,426 | — | $800,426 |
| KAYNE SENIOR CREDIT IV | Investment Advisor | $792,870 | — | $792,870 |
| PZENA | Investment Advisor | $792,714 | — | $792,714 |
| BLACKROCK | Investment Advisor | $736,778 | — | $736,778 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | Investment Advisor | $731,993 | — | $731,993 |
| UBS | Investment Advisor | $695,051 | — | $695,051 |
| NB SECONDARY OPP FUND IV | Investment Advisor | $685,673 | — | $685,673 |
| ALPINE INVESTORS VIII | Investment Advisor | $667,717 | — | $667,717 |
| OAK HILL PARTNERS V | Investment Advisor | $667,218 | — | $667,218 |
| ARCTOS SPORTS PARTNERS FUND I | Investment Advisor | $644,227 | — | $644,227 |
| LAZARD ASSET MANAGEMENT | Investment Advisor | $627,426 | — | $627,426 |
| GREYLION CAPITAL FUND III | Investment Advisor | $622,816 | — | $622,816 |
| THE RESOLUTE FUND V LP | Investment Advisor | $612,175 | — | $612,175 |
| NGP ROYALTY PARTNERS II | Investment Advisor | $598,765 | — | $598,765 |
| ARISTOTLE CAPITAL MANAGEMENT | Investment Advisor | $565,081 | — | $565,081 |
| NB SECONDARY OPP FUND V | Investment Advisor | $550,000 | — | $550,000 |
| KAYNE SENIOR CREDIT III | Investment Advisor | $526,962 | — | $526,962 |
| EAGLETREE PARTNERS V LP | Investment Advisor | $523,952 | — | $523,952 |
| NGP ROYALTY PARTNERS | Investment Advisor | $508,230 | — | $508,230 |
| ALPINE INVESTORS IX, LP | Investment Advisor | $502,488 | — | $502,488 |
| TRIDENT V | Investment Advisor | $493,009 | — | $493,009 |
| BRIDGEPOINT EUROPE IV | Investment Advisor | $479,766 | — | $479,766 |
| JACOBS LEVY | Investment Advisor | $475,478 | — | $475,478 |
| BARROW HANLEY | Investment Advisor | $472,332 | — | $472,332 |
| HOTCHKIS & WILEY | Investment Advisor | $451,401 | — | $451,401 |
| PWP GROWTH EQUITY FUND | Investment Advisor | $449,068 | — | $449,068 |
| BERTRAM GROWTH CAPITAL IV | Investment Advisor | $414,272 | — | $414,272 |
| THE RESOLUTE FUND IV LP | Investment Advisor | $393,818 | — | $393,818 |
| CARLYLE PARTNERS VI, LP | Investment Advisor | $355,080 | — | $355,080 |
| ALPINVEST CO INVESTMENT FUND VII | Investment Advisor | $343,312 | — | $343,312 |
| CARLYLE EUROPE PARTNERS V | Investment Advisor | $337,361 | — | $337,361 |
| LANDMARK REALTY ADVISORS, LLC | Other Service Provider | — | $326,337 | $326,337 |
| CALERA CAPITAL PARTNERS V | Investment Advisor | $242,341 | — | $242,341 |
| RIDGEWOOD ENERGY OIL GAS FUND III, | Investment Advisor | $224,486 | — | $224,486 |
| KAYNE ANDERSON ENERGY FUND VI | Investment Advisor | $182,386 | — | $182,386 |
| TRILANTIC CAPITAL PARTNERS V | Investment Advisor | $132,551 | — | $132,551 |
| PARAMETRIC | Investment Advisor | $94,149 | — | $94,149 |
| METALMARK CAP PARTNERS TE II | Investment Advisor | $79,590 | — | $79,590 |
| CARLYLE EUROPE PARTNERS II | Investment Advisor | $50,060 | — | $50,060 |
| THE RESOLUTE FUND III LP | Investment Advisor | $39,384 | — | $39,384 |
| TRIDENT IV | Investment Advisor | $33,664 | — | $33,664 |
| METALMARK II SECONDARY | Investment Advisor | $28,807 | — | $28,807 |
| KAYNE ANDERSON ENERGY FUND VII | Investment Advisor | $18,883 | — | $18,883 |
| KAYNE ANDERSON ENERGY FUND VIII | Investment Advisor | $17,926 | — | $17,926 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J. P. MORGAN — Investment Advisor
- UBS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,184,776
- Estimated Expense Ratio: 0.627% 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 | $79,634,001 | $77,000,209 | — | — | — |
| 2023 | $107,675,191 | $103,252,815 | — | — | — |
| 2022 | $87,442,347 | $85,716,112 | — | — | — |