Aaa Retirement Plan
Sponsored by American Automobile Association, Inc. And Subs. · EIN 530025420 · Plan #001
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 104
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer | Actuarial, Direct payment from the plan | $233,703 |
| Blackrock Institutional Trust Co | Investment management, Direct payment from the plan, Investment management fees (direct) | $181,022 |
| Asset Consulting Group Llc | Consulting (general), Direct payment from the plan, Consulting fees | $120,000 |
| The Bank Of New York Mellon | Custodial (other), Trustee (institutional), Direct payment from the plan | $87,000 |
| Rsm Us Llp | Accounting, Direct payment from the plan | $33,023 |
| Baker & Hostetler | Legal, Direct payment from the plan | $29,167 |