# Automobile Club Of So California DB Plan
Source: https://planprovider.pro/companies/automobile-club-of-so-california-plan-001

> Automobile Club Of So California's DB plan: 11,289 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:** DB

- **Total Participants:** 11,289

- **Total Assets:** $2.6B

## 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|11,289|$2.6B|$0|$0|

| 2023|10,966|$2.6B|$0|$0|

| 2022|10,111|$2.3B|$0|$0|

## 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|

| AUTOMOBILE CLUB OF SO CALIFORNIA|PLAN ADMINISTRATOR|$1,092,393|—|$1,092,393|

| NEUBERGER BERMAN INV. ADVISERS LLC|INVESTMT MGMT|$830,160|—|$830,160|

| GENEVA CAPITAL MANAGEMENT, LLC|INVESTMT MGMT|$688,676|—|$688,676|

| WELLINGTON MANAGEMENT LLP|INVESTMT MGMT|$636,687|$11,095|$647,782|

| MERCER|ACTUARY|$640,654|—|$640,654|

| FRONTIER|INVESTMT MGMT|$537,655|—|$537,655|

| OAKTREE CAPITAL MANAGEMENT, L.P.|INVESTMT MGMT|$505,468|—|$505,468|

| ALLIANCEBERNSTEIN L.P.|INVESTMT MGMT|$385,441|—|$385,441|

| JPMORGAN CHASE BANK, N.A.|TRUSTEE|$274,499|$46,165|$320,664|

| SEGALL BRYANT & HAMILL|INVESTMT MGMT|$234,328|—|$234,328|

| BLACKROCK FINANCIAL MANAGMENT, INC.|INVESTMT MGMT|$177,708|—|$177,708|

| WESTERN ASSET MANAGEMENT CO, LLC|INVESTMT MGMT|$132,818|—|$132,818|

| BLACKROCK INST.TRUST CO, N.A.|INVESTMT MGMT|$45,462|—|$45,462|

| ERNST & YOUNG, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [ERNST & YOUNG, LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,239,209

- **Estimated Expense Ratio:** 0.238% 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|$8,561,826|$4,181,265|—|—|—|

| 2023|$8,907,463|$4,774,868|—|—|—|

| 2022|$10,570,485|$4,731,786|—|—|$581,808|

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