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: 12,855
- Total Assets: $4.3B
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 | 12,855 | $4.3B | $70.0M | $0 |
| 2023 | 13,402 | $4.3B | $51.0M | $0 |
| 2022 | 13,943 | $4.1B | $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 | $887,671 | — | $887,671 |
| STATE STREET | NONE | $237,249 | — | $237,249 |
| WILLIS TOWERS WATSON | NONE | $208,571 | — | $208,571 |
| ERNST & YOUNG | NONE | $38,570 | — | $38,570 |
| CBIZ CPAS P.C. | NONE | $27,075 | — | $27,075 |
| QDRO CONSULTANTS | NONE | $8,850 | — | $8,850 |
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: $1,407,986
- Estimated Expense Ratio: 0.033% 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 | $30,201,744 | — | — | $27,075 | — |
| 2023 | $30,053,740 | — | — | $27,170 | — |
| 2022 | $29,916,607 | — | $3,396,094 | — | $463,960 |