Plan Snapshot
- Plan Sponsor: Automobile Club Of Southern California
- Sponsor EIN: 950514585
- Sponsor Address: 3333 FAIRVIEW ROAD M/S A441, COSTA MESA, CA, 926261698
- Plan Type: 401(k)
- Total Participants: 14,373
- Total Assets: $1.6B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 14,373 | $1.6B | $38.3M | $70.0M |
| 2023 | 13,617 | $1.4B | $36.3M | $66.1M |
| 2022 | 13,481 | $1.2B | $31.8M | $60.1M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $443,938 | — | $443,938 |
| ERNST & YOUNG LLP | NONE | $25,000 | — | $25,000 |
| ALIGHT SOLUTIONS LLC | NONE | $22,940 | — | $22,940 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $491,878
- Estimated Expense Ratio: 0.031% 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 | $494,298 | — | — | $25,000 | — |
| 2023 | $496,460 | — | — | $25,000 | — |
| 2022 | $560,515 | — | — | — | $46,219 |