Plan Snapshot
- Plan Sponsor: United Services Automobile Association
- Sponsor EIN: 740959140
- Sponsor Address: 9800 FREDERICKSBURG ROAD, D 01 W, SAN ANTONIO, TX, 782884002
- Plan Type: 401(k)
- Total Participants: 37,957
- Total Assets: $10.9B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 37,957 | $10.9B | $322.4M | $353.5M |
| 2023 | 37,273 | $9.8B | $314.2M | $349.2M |
| 2022 | 36,811 | $8.7B | $312.6M | $348.1M |
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 |
|---|---|---|---|---|
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $501,455 | — | — | — | — |
| 2023 | $437,293 | — | — | — | — |
| 2022 | $1,208,137 | — | — | — | — |