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: DB
- Total Participants: 30,326
- Total Assets: $4.6B
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 | 30,326 | $4.6B | $0 | $0 |
| 2023 | 30,182 | $4.7B | $0 | $0 |
| 2022 | 28,698 | $4.9B | $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 |
|---|---|---|---|---|
| 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 | $14,528,764 | $8,616,678 | $2,037,734 | — | — |
| 2023 | $12,131,818 | $4,384,746 | $2,026,417 | $6,570 | — |
| 2022 | $14,211,259 | $7,159,020 | $2,397,881 | — | $845,220 |