The Aaa Thrift / Savings Plan
Sponsored by American Automobile Assoc., Inc. · EIN 530025420 · Plan #002
- Total assets
- $225M
- Net assets
- $225M
- Active participants
- 469
- With balances
- 924
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $64,813 |
| Fidelity Investments Institutional | Trustee (directed), Participant loan processing, Sub-transfer agency fees | $61,497 |
| Nfp Retirement, Inc. | Named fiduciary | $45,000 |
| Baker Hostetler Llp | Legal | $17,721 |
| Rsm Us Llp | Accounting | $8,835 |