Plan Snapshot
- Plan Sponsor: American Airlines, INC. - Retirement
- Sponsor EIN: 131502798
- Sponsor Address: MAIL DROP 8A209, FORT WORTH, TX, 761551801
- Plan Type: DC
- Total Participants: 4
- Total Assets: $5.3M
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 | $5.3M | $0 | $0 |
| 2023 | 4 | $5.3M | $0 | $0 |
| 2022 | 4 | $5.1M | $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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $18,287 | — | $18,287 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,287
- Estimated Expense Ratio: 0.344% 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 | $100,224 | — | — | $18,287 | — |
| 2023 | $56,227 | — | — | $17,740 | — |
| 2022 | $77,780 | — | $58,503 | — | $19,277 |