# Association Of Economic Collaboration And Growth 401(k) Plan
Source: https://planprovider.pro/companies/association-of-economic-collaboration-and-growth-401k-plan

> Association Of Economic Collaboration And Growth's 401(k) plan: 5,135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Association Of Economic Collaboration And Growth

- **Sponsor EIN:** 833122688

- **Sponsor Address:** PO BOX 4095, OCEANSIDE, CA, 92056

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

- **Total Participants:** 5,135

- **Total Assets:** $21.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5,135|$21.7M|$2.3M|$5.9M|

| 2023|2,200|$11.9M|$1.5M|$2.6M|

| 2022|810|$5.2M|$969,092|$1.7M|

## 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|

| TRUST INTEGRITAS|CONSULTANT|$66,650|—|$66,650|

| HUB INTERNATIONAL|INVESTMENT ADVISOR|$37,958|—|$37,958|

| LEADING RETIREMENT SOLUTIONS, LLC|RECORDKEEPER|$24,829|—|$24,829|

| MID ATLANTIC TRUST COMPANY|SUB-CUSTODIAN|$16,013|—|$16,013|

| LIGHTHOUSE BIZ SOLUTIONS LLC|CUSTODIAN|$10,280|—|$10,280|

| METZ CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MID ATLANTIC TRUST COMPANY](https://planprovider.pro/provider/ktrade) — SUB-CUSTODIAN

- [METZ CPA, PLLC](https://planprovider.pro/provider/metz-cpa-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $155,730

- **Estimated Expense Ratio:** 0.718% 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|$159,355|$41,582|—|—|—|

| 2023|$49,693|$10,833|—|—|—|

| 2022|—|—|—|—|—|

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