Plan Snapshot
- Plan Sponsor: American Equity Investment Life Holding Company
- Sponsor EIN: 421447959
- Sponsor Address: 6000 WESTOWN PKWY, WEST DES MOINES, IA, 502667711
- Plan Type: 401(k)
- Total Participants: 840
- Total Assets: $152.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 840 | $152.8M | $11.2M | $8.9M |
| 2023 | 941 | $87.5M | $4.5M | $8.4M |
| 2022 | 811 | $68.0M | $3.1M | $6.4M |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $259,241 | — | $259,241 | — | — |
| 2023 | $176,374 | — | $176,374 | — | — |
| 2022 | $143,618 | — | $143,618 | — | — |