The Auto Club Group 401 K Plan
Sponsored by Auto Club Insurance Association · EIN 380477270 · Plan #335
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 9,787
- With balances
- 12,429
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $325,166 |
| Vanguard Group | Recordkeeping, Consulting (general), Participant loan processing | $268,933 |
| Financial Engines | Investment advisory (plan) | $172,194 |
| Vanguard Advisers, Inc. | Investment advisory (participants) | $116,657 |
| Gjc Cpa's & Advisors | Accounting | $22,250 |
| Nepc, Llc | Investment advisory (plan) | $19,500 |