Plan Snapshot
- Plan Sponsor: American Cancer Society, INC.
- Sponsor EIN: 131788491
- Sponsor Address: 270 PEACHTREE ST NW, ATLANTA, GA, 303031246
- Plan Type: DB
- Total Participants: 1,126
- Total Assets: $445.5M
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 | 1,126 | $445.5M | $0 | $0 |
| 2023 | 1,226 | $475.1M | $90.0M | $0 |
| 2022 | 1,306 | $378.0M | $18.0M | $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 |
|---|---|---|---|---|
| MILLIMAN USA | Recordkeeper | $278,904 | — | $278,904 |
| FIRST PACIFIC ADVISORS, LLC | Other Service Provider | $247,233 | — | $247,233 |
| NISA INVESTMENT ADVISORS, LLC | Other Service Provider | $199,621 | — | $199,621 |
| SANDS CAPITAL MANAGEMENT, LLC | Other Service Provider | $157,698 | — | $157,698 |
| AON SERVICES CORPORATION | Recordkeeper | $88,456 | — | $88,456 |
| NORTHERN TRUST COMPANY | Other Service Provider | $54,893 | — | $54,893 |
| STATE STREET RESEARCH & MANAGEMENT | Other Service Provider | $11,992 | — | $11,992 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN USA — Recordkeeper
- AON SERVICES CORPORATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,038,797
- Estimated Expense Ratio: 0.233% 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 | $3,570,502 | $616,544 | $741,435 | — | — |
| 2023 | $5,261,827 | $332,028 | $698,029 | — | — |
| 2022 | $5,097,675 | — | — | — | $5,097,675 |