Plan Snapshot
- Plan Sponsor: American Electric Power Service Corporation
- Sponsor EIN: 516024654
- Sponsor Address: 1 RIVERSIDE PLAZA, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Plan Number: 517
- Total Participants: 0
- Total Assets: $14.0M
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 | 0 | $14.0M | $0 | $0 |
| 2023 | 0 | $38.9M | $0 | $0 |
| 2022 | 0 | $33.9M | $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 |
|---|---|---|---|---|
| STANDISH MELLON ASSET MANAGEMENT | Custodian / Trustee | $38,038 | — | $38,038 |
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $7,649 | — | $7,649 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,687
- Estimated Expense Ratio: 0.326% 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 | $45,687 | $38,038 | — | — | — |
| 2023 | $48,739 | $48,739 | — | — | — |
| 2022 | $72,034 | $66,664 | — | — | $5,370 |