Plan Snapshot
- Plan Sponsor: American Fidelity Corporation
- Sponsor EIN: 730966202
- Sponsor Address: P.O. BOX 25523, OKLAHOMA CITY, OK, 73125
- Plan Type: DB
- Total Participants: 1,482
- Total Assets: $335.5M
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 | 1,482 | $335.5M | $0 | $0 |
| 2023 | 1,547 | $349.4M | $8.4M | $0 |
| 2022 | 1,638 | $317.9M | $53.2M | $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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS 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 | $651,363 | $401,679 | — | — | — |
| 2023 | $605,548 | $334,138 | — | — | — |
| 2022 | $539,179 | $323,049 | $200,112 | — | $10,623 |