AAA Oregon/Idaho 401(k) match, vesting and fees
What AAA Oregon/Idaho'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 | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 208 defined-contribution plans in finance and insurance with 500 to 999 participants.
| AAA Oregon/Idaho: employer contribution per participant | $3,577 | |
| Peer median | $3,090 |
| AAA Oregon/Idaho: average balance | $86,303 | |
| Peer median | $119,169 |
| AAA Oregon/Idaho: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.10% |
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 $44.9M at the end of plan year 2021 to $58.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 719 | $58.1M | $2.4M | $3,577 | 0.11% | Not published | Form 5500 ↗ |
| 2024 | 717 | $51.4M | $2.6M | $3,970 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 679 | $44.5M | $1.9M | $2,880 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 632 | $37.6M | $1.8M | $2,817 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 560 | $44.9M | $745K | $1,331 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does AAA Oregon/Idaho match 401(k) contributions?
The match terms for the Aaa Oregon/Idaho Qualified Employee Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $2.4M in employer contributions, about $3,577 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the AAA Oregon/Idaho 401(k) match vested?
The vesting schedule for the Aaa Oregon/Idaho Qualified Employee Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the AAA Oregon/Idaho 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Aaa Oregon/Idaho.
I left AAA Oregon/Idaho. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Aaa Oregon/Idaho, (503) 222-6914) or the recordkeeper, Fidelity Investments Institutional. The AAA Oregon/Idaho old 401(k) page lists the contacts from every plan filing. Find an old AAA Oregon/Idaho 401(k)
Data from the public Form 5500 annual reports AAA Oregon/Idaho filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Oregon/Idaho. Not financial advice. Report a correction · Methodology