# Automobile Club Of So California Health & Welfare Plan
Source: https://planprovider.pro/companies/automobile-club-of-so-california-950514585-516

> Automobile Club Of So California's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [JPMORGAN CHASE BANK, N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|—|—|—|

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