# United Services Automobile Association DB Plan
Source: https://planprovider.pro/companies/united-services-automobile-association-plan-001

> United Services Automobile Association's DB plan: 30,326 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:** 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|

| FIDELITY MANAGEMENT TRUST COMPANY|NONE|$2,030,964|—|$2,030,964|

| INSIGHT INVESTMENT|NONE|$1,314,300|—|$1,314,300|

| JPMORGAN CHASE BANK, N.A.|NONE|$1,229,471|—|$1,229,471|

| NISA INVESTMENT ADVISORS, LLC|NONE|$781,975|—|$781,975|

| THE NORTHERN TRUST COMPANY|NONE|$674,378|—|$674,378|

| MACQUARIE INVESTMENT MGMT ADVISERS|NONE|$193,922|—|$193,922|

| GOLDMAN SACHS ASSET MANAGEMENT|NONE|$183,347|—|$183,347|

| MELLON CAPITAL MANAGEMENT|NONE|$32,838|—|$32,838|

| ERNST & YOUNG LLP|NONE|$6,770|—|$6,770|

### Verified Provider Profiles

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

- [JPMORGAN CHASE BANK, N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [GOLDMAN SACHS ASSET MANAGEMENT](https://planprovider.pro/provider/goldman-sachs) — NONE

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,447,965

- **Estimated Expense Ratio:** 0.141% 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|$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|

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