# American-Amicable Life Insurance Company Of Texas 401(k) Plan
Source: https://planprovider.pro/companies/american-amicable-life-insurance-401k-plan

> American-Amicable Life Insurance Company Of Texas's 401(k) plan: 271 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American-Amicable Life Insurance Company Of Texas

- **Sponsor EIN:** 742179909

- **Sponsor Address:** PO BOX 2549, WACO, TX, 76702

- **Plan Type:** 401(k)

- **Total Participants:** 271

- **Total Assets:** $26.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|271|$26.9M|$348,446|$994,818|

| 2023|244|$24.3M|$750,682|$921,440|

| 2022|240|$19.8M|$651,169|$813,340|

## 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|

| NFP RETIREMENT INC|INVEST ADV CONSULTANT|$43,000|—|$43,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|ADVISOR RECORDKEEPER|$38,450|—|$38,450|

| SCOTT MILLER CPA AND ASSOCIATES, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — ADVISOR RECORDKEEPER

- [SCOTT MILLER CPA AND ASSOCIATES, PC](https://planprovider.pro/provider/scott-miller-cpa-and-associates-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $81,450

- **Estimated Expense Ratio:** 0.303% 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|$86,231|$56,244|—|—|—|

| 2023|-$10,506|$4,128|—|—|—|

| 2022|-$4,206|$4,357|—|—|—|

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