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

Plan administrator name— Sign in and upgrade to view

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 1,372 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Cohort1,372 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

$151,473-47.6%

$76,089+4.3%

Participation rate

100.0%

67.4%+32.6pp

69.1%+30.9pp

Annual return

12.82%

14.12%-1.3pp

360.94%-348.1pp

Employer contribution / active EE

$2,144

$2,538-15.5%

$2,690-20.3%

Participant deferral / active EE

$4,210

$4,234-0.6%

$4,259-1.2%

Admin fee / account holder

$22

$25,249-99.9%

$6,418-99.7%

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