# United Services Automobile Association 401(k) Plan
Source: https://planprovider.pro/companies/united-services-automobile-association-401k-plan

> United Services Automobile Association's 401(k) plan: 37,957 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$629,877|—|$629,877|

| ERNST & YOUNG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [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:** $629,877

- **Estimated Expense Ratio:** 0.006% 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|$501,455|—|—|—|—|

| 2023|$437,293|—|—|—|—|

| 2022|$1,208,137|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-services-automobile-association-401k-plan)

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