# Automotive Aftermarket Association Southeast Health & Welfare Plan
Source: https://planprovider.pro/companies/automotive-aftermarket-association-southeast-630013048-501

> Automotive Aftermarket Association Southeast's Health & Welfare plan: 787 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Automotive Aftermarket Association Southeast

- **Sponsor EIN:** 630013048

- **Sponsor Address:** 11245 CHANTILLY PARKWAY COURT, PIKE ROAD, AL, 36064

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 787

- **Total Assets:** $767,661

## 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|787|$767,661|$11.4M|$0|

| 2023|905|$462,226|$12.7M|$0|

| 2022|944|$706,854|$12.0M|$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|

| AUTOMOTIVE AFTERMARKET ASSOCIATION|Other Service Provider|$225,517|—|$225,517|

| BLUE CROSS BLUE SHIELD OF ALABAMA|Other Service Provider|$48,472|—|$48,472|

| ALDRIDGE, BORDEN & COMPANY, P.C.|Other Service Provider|$32,112|—|$32,112|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $306,101

- **Estimated Expense Ratio:** 39.875% 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|$314,301|$2,181|$273,989|$32,112|—|

| 2023|$357,660|$4,775|$303,088|$43,119|—|

| 2022|$330,197|$5,140|$289,337|—|$15,064|

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