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: 8,951
- Total Assets: $2.5B
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 | 8,951 | $2.5B | $52.0M | $0 |
| 2023 | 9,218 | $2.6B | $53.0M | $0 |
| 2022 | 9,497 | $2.4B | $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 | $1,469,162 | — | $1,469,162 |
| WILLIS TOWERS WATSON | NONE | $156,416 | — | $156,416 |
| STATE STREET | NONE | $142,562 | — | $142,562 |
| ERNST & YOUNG | NONE | $31,963 | — | $31,963 |
| CBIZ CPAS P.C. | NONE | $27,075 | — | $27,075 |
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: $1,827,178
- Estimated Expense Ratio: 0.072% 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 | $19,923,808 | — | — | $27,075 | — |
| 2023 | $18,808,979 | — | — | $27,170 | — |
| 2022 | $18,455,424 | — | $2,093,965 | — | $303,163 |