Plan Snapshot
- Plan Sponsor: Associated Energy Group, LLC Dba Aeg Fuels
- Sponsor EIN: 760250408
- Sponsor Address: 701 WATERFORD WAY #490, MIAMI, FL, 33126
- Plan Type: 401(k)
- Total Participants: 330
- Total Assets: $12.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 330 | $12.2M | $1.6M | $2.1M |
| 2023 | 260 | $8.2M | $1.2M | $1.6M |
| 2022 | 222 | $5.2M | $741,757 | $1.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $40,889 | — | $40,889 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $23,341 | — | $23,341 |
| KABAT,SCHERTZER,DE LA TORRE, (KSDT) | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,230
- Estimated Expense Ratio: 0.528% 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 | $57,763 | $24,890 | — | — | — |
| 2023 | $32,372 | $14,156 | — | — | — |
| 2022 | $18,368 | — | $18,368 | — | — |