Plan Snapshot
- Plan Sponsor: American Family Mutual Insurance Company, S.I.
- Sponsor EIN: 390273710
- Sponsor Address: 6000 AMERICAN PARKWAY, MADISON, WI, 537830001
- Plan Type: 401(k)
- Total Participants: 11,004
- Total Assets: $2.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 11,004 | $2.2B | $43.1M | $102.9M |
| 2023 | 12,709 | $2.0B | $45.0M | $103.3M |
| 2022 | 13,277 | $1.7B | $45.6M | $104.5M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $1,160,894 | $935,517 | — | — | — |
| 2023 | $1,344,004 | $1,161,798 | — | — | — |
| 2022 | $646,998 | $493,185 | — | — | $2,700 |