401k Record

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American 401(k)

Recordkeeping fees per participant · American Incorporated 401(k) Plan · plan year 2024

$216.35

Higher than 90% of the 14,075 plans $10 to 50M that report it.

Source

= $124,183 / 574
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250828171636NAL0005646995001, received 2025-08-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250828171636NAL0005646995001, received 2025-08-28

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-28.

Cost and contributions

Administrative expenses excluding investment management, per participant

$216.35

10th: $15.36median $118.8890th: $340.63

Higher than 76% of the 24,371 plans $10 to 50M that report it.

Source

= $124,183 / 574
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250828171636NAL0005646995001, received 2025-08-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250828171636NAL0005646995001, received 2025-08-28

Administrative expenses per participant

$216.35

10th: $26.86median $197.2590th: $456.10

Higher than 54% of the 25,098 plans $10 to 50M that report it.

Source

= $124,183 / 574
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250828171636NAL0005646995001, received 2025-08-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250828171636NAL0005646995001, received 2025-08-28

Administrative expenses as a share of assets

0.327%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 57% of the 25,132 plans $10 to 50M that report it.

Source

= $124,183 / $38,023,279
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250828171636NAL0005646995001, received 2025-08-28
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250828171636NAL0005646995001, received 2025-08-28

Employer contributions per participant

$9,427

10th: $664median $2,07490th: $4,751

Higher than 99% of the 24,050 plans $10 to 50M that report it.

Source

= $5,411,160 / 574
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250828171636NAL0005646995001, received 2025-08-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250828171636NAL0005646995001, received 2025-08-28

Employer share of total contributions

80.7%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 99% of the 24,084 plans $10 to 50M that report it.

Source

= $5,411,160 / $6,704,445
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250828171636NAL0005646995001, received 2025-08-28
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250828171636NAL0005646995001, received 2025-08-28

Plan terms, as stated in American Incorporated's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250828171636NAL0005646995001, received 2025-08-28

Full record, American Incorporated 401(k) Plan

FieldValueSource
Plan sponsorAMERICAN INCORPORATEDForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250828171636NAL0005646995001, received 2025-08-28
Plan nameAMERICAN INCORPORATED 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250828171636NAL0005646995001, received 2025-08-28
Sponsor EIN / plan number94-2233668 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250828171636NAL0005646995001, received 2025-08-28
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250828171636NAL0005646995001, received 2025-08-28
Sponsor locationVISALIA, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250828171636NAL0005646995001, received 2025-08-28
Industry (business code)238220, ConstructionForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250828171636NAL0005646995001, received 2025-08-28
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250828171636NAL0005646995001, received 2025-08-28
Filing received2025-08-28Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250828171636NAL0005646995001, received 2025-08-28
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250828171636NAL0005646995001, received 2025-08-28
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250828171636NAL0005646995001, received 2025-08-28
Participants, beginning of year724Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250828171636NAL0005646995001, received 2025-08-28
Active participants636Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250828171636NAL0005646995001, received 2025-08-28
Participants, end of year734Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250828171636NAL0005646995001, received 2025-08-28
Participants with an account balance574Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250828171636NAL0005646995001, received 2025-08-28
Total assets, beginning of year$32,152,017Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250828171636NAL0005646995001, received 2025-08-28
Total assets, end of year$38,023,279Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250828171636NAL0005646995001, received 2025-08-28
Net assets, end of year$38,023,279Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250828171636NAL0005646995001, received 2025-08-28
Total income$10,008,251Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250828171636NAL0005646995001, received 2025-08-28
Net income$5,871,262Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250828171636NAL0005646995001, received 2025-08-28
Employer contributions$5,411,160Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250828171636NAL0005646995001, received 2025-08-28
Participant contributions$1,114,723Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250828171636NAL0005646995001, received 2025-08-28
Other contributions (incl. rollovers)$178,562Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250828171636NAL0005646995001, received 2025-08-28
Total contributions$6,704,445Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250828171636NAL0005646995001, received 2025-08-28
Benefit payments$3,962,106Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250828171636NAL0005646995001, received 2025-08-28
Total expenses (incl. benefit payments)$4,136,989Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250828171636NAL0005646995001, received 2025-08-28
Total administrative expenses$124,183Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250828171636NAL0005646995001, received 2025-08-28
Recordkeeping fees$124,183Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250828171636NAL0005646995001, received 2025-08-28
Administrative expenses excluding investment management$124,183derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250828171636NAL0005646995001, received 2025-08-28
Held in mutual funds$3,003,699Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250828171636NAL0005646995001, received 2025-08-28
Independent auditorCUTTONE & MASTRO, CPA'SSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250828171636NAL0005646995001, received 2025-08-28

Position = column in the DOL layout for form year 2024. Filing 20250828171636NAL0005646995001, received 2025-08-28.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
RPA FINANCIAL LLCINVESTMENT ADVISOR 27 Investment advisory (plan) $63,947no
EMPOWER ANNUITY INSURANCE COMPANYrecordkeeperRECORDKEEPER 64 Recordkeeping fees $51,966yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250828171636NAL0005646995001, received 2025-08-28.

What changed since the 2023 plan year

Figure20232024Change
Total assets$32,152,017$38,023,27918.3%
Participants with a balance5655741.6%
Administrative expenses$102,119$124,18321.6%
Recordkeeping fees per participantnot reported$216.35
Employer contributions$4,020,895$5,411,16034.6%

Prior filing 20240912155342NAL0004549859001, received 2024-09-12; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: AMERICAN INCORPORATED; SEC registrant: AMERICAN AIR CO INC (CIK 1145771, matched by EIN).