# American Assets Trust, LP 401(k) Plan
Source: https://planprovider.pro/companies/american-assets-trust-lp-401k-plan

> American Assets Trust, LP's 401(k) plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Assets Trust, LP

- **Sponsor EIN:** 273338894

- **Sponsor Address:** 3420 CARMEL MOUNTAIN RD, SAN DIEGO, CA, 92121

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

- **Total Participants:** 219

- **Total Assets:** $27.2M

## 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|219|$27.2M|$868,248|$1.7M|

| 2023|214|$22.1M|$816,154|$1.6M|

| 2022|204|$17.6M|$1.3M|$1.4M|

## 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|

| LAVINE, LOFGREN, MORRIS & ENGELB|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$97,910|$53,205|—|—|—|

| 2023|$72,404|$30,840|—|—|—|

| 2022|$90,717|—|—|—|—|

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