Plan Snapshot
- Plan Sponsor: Automobile Club Of So California
- Sponsor EIN: 950514585
- Sponsor Address: 3333 FAIRVIEW ROAD A-379, COSTA MESA, CA, 92626
- Plan Type: Health & Welfare
- Plan Number: 516
- Total Participants: 0
- Total Assets: $51.0M
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 | 0 | $51.0M | $1.2M | $1.2M |
| 2023 | 0 | $53.0M | $787,912 | $1.3M |
| 2022 | 0 | $51.5M | $819,949 | $1.4M |
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 |
|---|---|---|---|---|
| CVSHEALTH | Other Service Provider | $972,800 | — | $972,800 |
| WEBTPA EMPLOYER SERVICES, LLC | Other Service Provider | $62,603 | — | $62,603 |
| T. ROWE PRICE ASSOCIATES, INC. | Other Service Provider | $58,206 | — | $58,206 |
| ALIGHT HOLIDING COMPANY, LLC | Recordkeeper | $51,594 | — | $51,594 |
| JPMORGAN CHASE BANK, N.A. | Custodian / Trustee | $7,000 | $1,784 | $8,784 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT HOLIDING COMPANY, LLC — Recordkeeper
- JPMORGAN CHASE BANK, N.A. — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,153,987
- Estimated Expense Ratio: 2.263% 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 | $112,379 | $7,000 | — | — | — |
| 2023 | $126,106 | $7,000 | — | — | — |
| 2022 | $140,232 | $7,000 | — | — | — |