The Auto Club Group Cash Value Plan Pension Plan
Sponsored by Auto Club Insurance Association · EIN 380477270 · Plan #333
- Total assets
- $493M
- Net assets
- $492M
- Active participants
- 1,064
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Xponance Llc CRD 111126 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hewitt Associates | Actuarial, Recordkeeping | $317,431 |
| Nisa Investment Advisors, Llc | Investment advisory (plan) | $299,411 |
| Nepc, Llc | Consulting (pension) | $218,898 |
| Principal Trust Company | Trustee (institutional), Direct payment from the plan | $147,397 |
| Monroe Capital Management Advisors, | Investment management fees (indirect) | $139,379 |
| Loomis Sayles & Company Lp | Investment management fees (direct) | $52,852 |
| State Street Global Advisors Trust | Investment management fees (direct), Custodial (other), Custodial (securities) | $37,791 |
| Gjc Cpa's & Advisors | Accounting | $29,217 |
| Xponance, Inc. | Investment management | $14,878 |