# American Institute Of Certified Public Accountants DB Plan
Source: https://planprovider.pro/companies/american-institute-of-certified-public-accountants-130432265-333

> American Institute Of Certified Public Accountants's DB plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [US BANK](https://planprovider.pro/provider/john-hancock) — 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|

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