# Associated Energy Group, LLC Dba Aeg Fuels 401(k) Plan
Source: https://planprovider.pro/companies/associated-energy-group-llc-dba-aeg-fuels-401k-plan

> Associated Energy Group, LLC Dba Aeg Fuels's 401(k) plan: 330 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — 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|—|—|

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