# American Angus Association 401(k) Plan
Source: https://planprovider.pro/companies/american-angus-association-401k-plan

> American Angus Association's 401(k) plan: 288 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Angus Association

- **Sponsor EIN:** 440605539

- **Sponsor Address:** 3201 FREDERICK AVENUE, ST. JOSEPH, MI, 64506

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

- **Total Participants:** 288

- **Total Assets:** $56.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|288|$56.1M|$1.8M|$2.0M|

| 2023|286|$50.0M|$1.8M|$1.9M|

| 2022|282|$42.2M|$1.7M|$1.7M|

## 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|

| UBS FINANCIAL SERVICES|NONE|$63,299|—|$63,299|

| JOHN HANCOCK|RETAINED BY EMPLOYER|$52,737|—|$52,737|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES](https://planprovider.pro/provider/ubs-financial-services-inc) — NONE

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $116,036

- **Estimated Expense Ratio:** 0.207% 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|$116,036|$63,299|$52,737|—|—|

| 2023|$90,756|$38,979|$51,777|—|—|

| 2022|$130,288|$81,516|$48,772|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/american-angus-association-401k-plan)

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