Aaa Club Alliance Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Aaa Club Alliance Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Aaa Club Alliance Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Aaa Club Alliance Inc. under EIN 23-0758010 and plan number 008. The latest loaded filing year is 2023. The filing reports 6,600 participants and $511,206,382 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aaa Club Alliance Inc.
EIN
23-0758010
Plan number
008
Plan type
2
Location
Wilmington, DE
Latest filing year
2023
Participants
6,600
End-of-year plan assets
$511,206,382

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,600H, C20241013165350NAL0014172451001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$511,206,382
Total liabilities (EOY)
$0
Net assets (EOY)
$511,206,382
Net assets (BOY)
$408,187,954

Income & contributions

Employer contributions
$15,799,049
Participant contributions
$20,656,277
Total contributions
$39,301,496
Total income / additions
$106,722,039

Expenses & distributions

Benefits paid
$37,215,040
Administrative expenses
$757,268
Total expenses
$37,982,886
Net increase / (decrease)
$68,739,153

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$449,151$02023
Vanguard Advisers Inc.NONE$216,205not reported in the loaded dataset2023
Ubs Financial ServicesNONE$91,912not reported in the loaded dataset2023

Related Form 5500 pages