Plan Snapshot
- Plan Sponsor: American Automobile Association, INC. And Subs.
- Sponsor EIN: 530025420
- Sponsor Address: 1000 AAA DRIVE, HEATHROW, FL, 327465063
- Plan Type: DB
- Total Participants: 104
- Total Assets: $101.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 104 | $101.9M | $0 | $0 |
| 2023 | 113 | $111.3M | $0 | $0 |
| 2022 | 122 | $165.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $33,023 | — | $33,023 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,023
- Estimated Expense Ratio: 0.032% 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 | $968,128 | $301,022 | — | $33,023 | — |
| 2023 | $1,457,227 | $340,732 | — | $22,155 | — |
| 2022 | $801,883 | $513,351 | — | — | $94,492 |