Plan Snapshot
- Plan Sponsor: American Airlines, INC. - Retirement
- Sponsor EIN: 131502798
- Sponsor Address: MAIL DROP 8A209, FORT WORTH, TX, 761551801
- Plan Type: DB
- Total Participants: 4,149
- Total Assets: $2.7B
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 | 4,149 | $2.7B | $44.0M | $0 |
| 2023 | 4,746 | $2.7B | $10.0M | $0 |
| 2022 | 5,430 | $2.6B | $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 |
|---|---|---|---|---|
| FIDELITY | ADMINISTRATION | $463,433 | — | $463,433 |
| WILLIS TOWERS WATSON | NONE | $177,164 | — | $177,164 |
| STATE STREET | NONE | $150,146 | — | $150,146 |
| ERNST & YOUNG | NONE | $32,572 | — | $32,572 |
| CBIZ CPAS P.C. | NONE | $27,075 | — | $27,075 |
| QDRO CONSULTANTS | NONE | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — NONE
- ERNST & YOUNG — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $856,390
- Estimated Expense Ratio: 0.032% 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 | $8,806,238 | — | — | $27,075 | — |
| 2023 | $8,603,781 | — | — | $27,170 | — |
| 2022 | $7,847,001 | $7,153,242 | $367,135 | — | $326,624 |