Employers › American Family Mutual Insurance Company S.I.
Recordkeeping fees per participant · American Family 401(k) Plan · plan year 2024
$13.49
Higher than 17% of the 790 plans over $1B that report it.
= $219,977 / 16,303
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250925124514NAL0009756976001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925124514NAL0009756976001, received 2025-09-25
Percentiles compare this plan with the Schedule H plans over $1B 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 2025-09-25.
Administrative expenses excluding investment management, per participant
$13.82
Higher than 13% of the 1,045 plans over $1B that report it.
= $225,377 / 16,303
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250925124514NAL0009756976001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925124514NAL0009756976001, received 2025-09-25
Administrative expenses per participant
$71.21
Higher than 51% of the 1,076 plans over $1B that report it.
= $1,160,894 / 16,303
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925124514NAL0009756976001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925124514NAL0009756976001, received 2025-09-25
Administrative expenses as a share of assets
0.053%
Higher than 57% of the 1,076 plans over $1B that report it.
= $1,160,894 / $2,194,556,344
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925124514NAL0009756976001, received 2025-09-25
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250925124514NAL0009756976001, received 2025-09-25
Employer contributions per participant
$2,643
Higher than 30% of the 1,135 plans over $1B that report it.
= $43,090,415 / 16,303
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925124514NAL0009756976001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925124514NAL0009756976001, received 2025-09-25
Employer share of total contributions
27.1%
Higher than 30% of the 1,135 plans over $1B that report it.
= $43,090,415 / $158,805,792
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925124514NAL0009756976001, received 2025-09-25
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250925124514NAL0009756976001, received 2025-09-25
Plan terms are not published in public filings.
2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250925124514NAL0009756976001, received 2025-09-25
| Field | Value | Source |
|---|---|---|
| Plan sponsor | AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Plan name | AMERICAN FAMILY 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Sponsor EIN / plan number | 39-0273710 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Sponsor location | MADISON, WI | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Industry (business code) | 524150, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Filing received | 2025-09-25 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Participants, beginning of year | 17,483 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Active participants | 11,004 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Participants, end of year | 16,692 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Participants with an account balance | 16,303 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Total assets, beginning of year | $2,003,426,572 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Total assets, end of year | $2,194,556,344 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Net assets, end of year | $2,192,533,344 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Total income | $433,545,625 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Net income | $190,296,611 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Employer contributions | $43,090,415 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Participant contributions | $102,944,426 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Other contributions (incl. rollovers) | $12,770,951 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Total contributions | $158,805,792 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Benefit payments | $241,206,207 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Total expenses (incl. benefit payments) | $243,249,014 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Total administrative expenses | $1,160,894 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Recordkeeping fees | $219,977 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Investment advisory and management fees | $935,517 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Administrative expenses excluding investment management | $225,377 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Held in common/collective trusts | $1,977,459,106 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Held in mutual funds | $82,507,070 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250925124514NAL0009756976001, received 2025-09-25 |
| Independent auditor | BDO USA, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250925124514NAL0009756976001, received 2025-09-25 |
Position = column in the DOL layout for form year 2024. Filing 20250925124514NAL0009756976001, received 2025-09-25.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan; 28 Investment management | $1,046,099 | no |
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | NONE | 15 Recordkeeping and information management; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $219,977 | yes |
| QDRO CONSULTANTS | NONE | 16 Consulting (general); 50 Direct payment from the plan; 99 Other fees | $5,400 | no |
| EMPOWER FINANCIAL SERVICES, INC. | NONE | 33 Securities brokerage; 72 Other investment fees and expenses; 26 Investment advisory (participants) | $1,014 | no |
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 20250925124514NAL0009756976001, received 2025-09-25.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $2,003,426,572 | $2,194,556,344 | 9.5% |
| Participants with a balance | 17,061 | 16,303 | -4.4% |
| Administrative expenses | $1,344,004 | $1,160,894 | -13.6% |
| Recordkeeping fees per participant | $10.47 | $13.49 | 28.9% |
| Employer contributions | $44,953,517 | $43,090,415 | -4.1% |
Prior filing 20240930155547NAL0005925169001, received 2024-09-30; the plan years are contiguous.
Sponsor name as filed: AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I.; SEC registrant: AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. (CIK 351040, matched by EIN).