# American Institute Of Certified Public Accountants Group Insurance Tru 401(k) Plan
Source: https://planprovider.pro/companies/american-institute-of-certified-public-accountants-group-insurance-tru-456549619-501

> American Institute Of Certified Public Accountants Group Insurance Tru's 401(k) plan: 35,076 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Institute Of Certified Public Accountants Group Insurance Tru

- **Sponsor EIN:** 456549619

- **Sponsor Address:** 220 LEIGH FARM RD, DURHAM, NC, 277078110

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

- **Plan Number:** 501

- **Total Participants:** 35,076

- **Total Assets:** $9.0M

## 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|35,076|$9.0M|$20.7M|$0|

| 2023|39,968|$7.8M|$21.3M|$0|

| 2022|40,881|$5.9M|$23.2M|$53,406|

## 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|

| AFFINITY INSURANCE SERVICE|Other Service Provider|$1,634,313|—|$1,634,313|

| COHNREZNICK LLP|Auditor|$111,841|—|$111,841|

| BNY MELLON|Custodian / Trustee|$91,456|—|$91,456|

| PAYMENTECH LLC|Other Service Provider|$87,183|—|$87,183|

| LEE LAUNER|Other Service Provider|$18,450|—|$18,450|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,943,243

- **Estimated Expense Ratio:** 21.534% 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|$8,077,437|—|$1,653,402|$6,311,479|—|

| 2023|$6,286,784|—|$1,418,084|$4,757,812|—|

| 2022|$5,064,395|—|$1,289,578|—|$107,344|

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