Plan Snapshot
- Plan Sponsor: American Automobile Assoc., INC.
- Sponsor EIN: 530025420
- Sponsor Address: 1000 AAA DRIVE, HEATHROW, FL, 327465063
- Plan Type: 401(k)
- Total Participants: 469
- Total Assets: $225.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 469 | $225.3M | $4.2M | $5.0M |
| 2023 | 454 | $205.5M | $3.9M | $4.6M |
| 2022 | 445 | $179.5M | $3.5M | $4.3M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $64,813 | — | $64,813 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $61,497 | — | $61,497 |
| NFP RETIREMENT, INC. | Other Service Provider | $45,000 | — | $45,000 |
| BAKER HOSTETLER LLP | ERISA Attorney | $17,721 | — | $17,721 |
| RSM US LLP | Auditor | $8,835 | — | $8,835 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- BAKER HOSTETLER LLP — ERISA Attorney
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $197,866
- Estimated Expense Ratio: 0.088% 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 | $197,571 | $64,813 | — | $8,835 | — |
| 2023 | $211,754 | $57,191 | $600 | — | — |
| 2022 | $185,229 | $57,607 | — | — | — |