Plan Snapshot
- Plan Sponsor: American Institute Of Certified Public Accountants
- Sponsor EIN: 130432265
- Sponsor Address: 220 LEIGH FARM RD, DURHAM, NC, 277078110
- Plan Type: DB
- Plan Number: 333
- Total Participants: 0
- Total Assets: $2.6M
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 | $2.6M | $4.0M | $0 |
| 2023 | 236 | $104.8M | $13.0M | $0 |
| 2022 | 287 | $102.7M | $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 |
|---|---|---|---|---|
| HEWITT ASSOCIATES | Recordkeeper | $1,343,412 | — | $1,343,412 |
| AON CONSULTING INC | Recordkeeper | $362,887 | — | $362,887 |
| KILPATRICK TOWNSEND & STOCKTON LLP | Other Service Provider | $153,319 | — | $153,319 |
| BARROW, HANLEY, MEWHINNEY STRAUSS | Other Service Provider | $143,907 | — | $143,907 |
| COHN REZNICK LLP | Auditor | $105,450 | — | $105,450 |
| US BANK | Custodian / Trustee | $79,335 | — | $79,335 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HEWITT ASSOCIATES — Recordkeeper
- US BANK — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,188,310
- Estimated Expense Ratio: 84.648% 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 | $2,018,765 | $103,238 | — | — | — |
| 2023 | $105,728,815 | — | $799,860 | — | — |
| 2022 | $1,162,501 | $229,035 | — | — | $505,519 |