AAA Northern California, Nevada & Utah 401(k) match, vesting and fees
What AAA Northern California, Nevada & Utah's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Bpm LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 118 defined-contribution plans in finance and insurance with 5,000 to 9,999 participants.
| AAA Northern California, Nevada & Utah: employer contribution per participant | $5,831 | |
| Peer median | $3,354 |
| AAA Northern California, Nevada & Utah: average balance | $124,462 | |
| Peer median | $126,365 |
| AAA Northern California, Nevada & Utah: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.06% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $649M at the end of plan year 2021 to $763M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,628 | $763M | $35.7M | $5,831 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 6,542 | $664M | $32.2M | $5,299 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 6,655 | $543M | $31.3M | $5,162 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 6,618 | $649M | $24.5M | $4,557 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does AAA Northern California, Nevada & Utah match 401(k) contributions?
The match terms for the Aaa Ncnu 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $35.7M in employer contributions, about $5,831 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the AAA Northern California, Nevada & Utah 401(k) match vested?
The vesting schedule for the Aaa Ncnu 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the AAA Northern California, Nevada & Utah 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Aaa Northern California, Nevada & Utah.
I left AAA Northern California, Nevada & Utah. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Aaa Northern California, Nevada & Utah, (925) 274-6820) or the recordkeeper, Fidelity Investments Institutional. The AAA Northern California, Nevada & Utah old 401(k) page lists the contacts from every plan filing. Find an old AAA Northern California, Nevada & Utah 401(k)
Data from the public Form 5500 annual reports AAA Northern California, Nevada & Utah filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with AAA Northern California, Nevada & Utah. Not financial advice. Report a correction · Methodology