# American Financial Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/american-financial-group-inc-401k-plan

> American Financial Group, INC.'s 401(k) plan: 7,790 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Financial Group, INC.

- **Sponsor EIN:** 311544320

- **Sponsor Address:** GREAT AMERICAN TOWER, CINCINNATI, OH, 45202

- **Plan Type:** 401(k)

- **Total Participants:** 7,790

- **Total Assets:** $2.3B

## 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|7,790|$2.3B|$59.8M|$79.5M|

| 2023|7,600|$2.1B|$53.5M|$70.0M|

| 2022|6,912|$1.9B|$48.1M|$63.0M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER & SMI|RECORDKEEPER|$476,573|—|$476,573|

| UBS FINANCIAL SERVICES INC|CONSULTANT|$156,250|—|$156,250|

| CLARK SCHAEFER HACKET|ACCOUNTANT|$19,700|—|$19,700|

| CLARK, SCHAEFER, HACKETT & CO|Auditor|$19,700|—|$19,700|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $672,223

- **Estimated Expense Ratio:** 0.029% 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|$652,523|—|—|$19,700|—|

| 2023|$616,510|—|—|$31,150|—|

| 2022|$610,731|—|—|—|—|

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