Retirement plan

AAA MID STATES 401(K) PLAN

Name: AAA MID STATES - AAA MID STATES 401(K) PLAN (2024) Form 5500
Creator: AAA MID STATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AAA MID STATES 401(K) PLAN, AAA MID STATES

AAA MID STATESEIN 23-2227715Plan #001PY 2024

2840 EASTERN BLVD. - YORK, PA 17402717-600-8900LinkedIn51-200 employeesconsumer services

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed May 6, 2017

Plan administrator

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2840 Eastern Blvd.

york State: PA Zip Code: 17402

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Plans declared (1)

AAA southern Pennsylvania deferred compensation plan4 emp

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Total assets (EOY)

$10.1M

+16.3% from 2023

Total participants

127

+2.4% from 2023

Average account balance

$79,351

+13.5% from 2023

Annual return

12.82%

-3.27 pp from 2023

Benchmarks

See 1,364 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Cohort1,364 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$10.08M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$79K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

127

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$629K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.82%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$22

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
AMERICAN CENTURY6 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-6006315	Investment Management	$0
CHARLES SCHWAB & CO., INC.10+ years Service code 19	Securities Custodian	$0
FIDELITY INVESTMENTS INSTITUTIONAL6 years Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217	Investment Management	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$29 / participant

Recordkeeping$3K100.0%

% of EOY assets

0.028%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RKL LLP
Auditor EIN: 232108173
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$79,351

$151,490-47.6%

$76,030+4.4%

Participation rate

100.0%

67.5%+32.5pp

69.1%+30.9pp

Annual return

12.82%

14.17%-1.3pp

361.54%-348.7pp

Employer contribution / active EE

$2,144

$2,542-15.7%

$2,688-20.2%

Participant deferral / active EE

$4,210

$4,237-0.6%

$4,257-1.1%

Admin fee / account holder

$22

$25,345-99.9%

$6,421-99.7%

Provider

Service type

Compensation

AMERICAN CENTURY6 years

Filed as: AMERICAN CENTURY INVESTMENT MANAGEM

Service code 28 · EIN 44-6006315

Investment Management

CHARLES SCHWAB & CO., INC.10+ years

Service code 19

Securities Custodian

FIDELITY INVESTMENTS INSTITUTIONAL6 years

Filed as: FIDELITY MANAGEMENT & RESEARCH COMP

Service code 28 · EIN 06-1194217

Investment Management

AAA MID STATES 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AAA MID STATES 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion