Plan Snapshot
- Plan Sponsor: American United Life Insurance Company
- Sponsor EIN: 350145825
- Sponsor Address: ONE AMERICAN SQUARE, INDIANAPOLIS, IN, 462060368
- Plan Type: 401(k)
- Total Participants: 785
- Total Assets: $59.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 785 | $59.8M | $2.1M | $3.0M |
| 2023 | 732 | $51.2M | $2.1M | $2.8M |
| 2022 | 754 | $45.5M | $1.9M | $2.6M |
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 | $19,500 | — | $19,500 |
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: $19,500
- Estimated Expense Ratio: 0.033% 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 | $38,632 | $7,132 | — | $19,500 | — |
| 2023 | $26,604 | $6,822 | $1,582 | $18,200 | — |
| 2022 | $27,241 | $7,637 | $2,119 | — | $17,485 |