# American Association Of Colleges And Universities 403(b) Plan
Source: https://planprovider.pro/companies/american-association-of-colleges-and-universities-403b-plan

> American Association Of Colleges And Universities's 403(b) plan: 64 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Association Of Colleges And Universities

- **Sponsor EIN:** 521945674

- **Sponsor Address:** 1818 R STREET NW, WASHINGTON, MO, 20009

- **Plan Type:** 403(b)

- **Total Participants:** 64

- **Total Assets:** $26.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|64|$26.3M|$564,636|$266,008|

| 2023|60|$24.1M|$497,767|$289,275|

| 2022|63|$21.1M|$420,177|$191,703|

## 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|

| COHNREZNICK LLP|Auditor|$1,379|—|$1,379|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,379

- **Estimated Expense Ratio:** 0.005% 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|$1,379|—|—|$1,379|—|

| 2023|$6,449|$6,032|—|—|—|

| 2022|$17,454|$6,829|—|—|$10,500|

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