Employers › American National Red Cross
Recordkeeping fees per participant · American Red Cross Savings Plan · plan year 2024
$40.93
Higher than 67% of the 790 plans over $1B that report it.
= $911,878 / 22,277
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250917144049NAL0000658704001, received 2025-09-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917144049NAL0000658704001, received 2025-09-17
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 2025-09-17.
Administrative expenses excluding investment management, per participant
$57.57
Higher than 69% of the 1,045 plans over $1B that report it.
= $1,282,486 / 22,277
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250917144049NAL0000658704001, received 2025-09-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917144049NAL0000658704001, received 2025-09-17
Administrative expenses per participant
$115.36
Higher than 78% of the 1,076 plans over $1B that report it.
= $2,569,795 / 22,277
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250917144049NAL0000658704001, received 2025-09-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917144049NAL0000658704001, received 2025-09-17
Administrative expenses as a share of assets
0.148%
Higher than 96% of the 1,076 plans over $1B that report it.
= $2,569,795 / $1,741,756,921
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250917144049NAL0000658704001, received 2025-09-17
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250917144049NAL0000658704001, received 2025-09-17
Employer contributions per participant
$2,185
Higher than 21% of the 1,135 plans over $1B that report it.
= $48,678,483 / 22,277
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250917144049NAL0000658704001, received 2025-09-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917144049NAL0000658704001, received 2025-09-17
Employer share of total contributions
33.4%
Higher than 50% of the 1,135 plans over $1B that report it.
= $48,678,483 / $145,910,892
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250917144049NAL0000658704001, received 2025-09-17
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250917144049NAL0000658704001, received 2025-09-17
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3J · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250917144049NAL0000658704001, received 2025-09-17
| Field | Value | Source |
|---|---|---|
| Plan sponsor | AMERICAN NATIONAL RED CROSS | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Plan name | AMERICAN RED CROSS SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Sponsor EIN / plan number | 53-0196605 / 008 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Sponsor location | WASHINGTON, DC | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Industry (business code) | 624200, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Filing received | 2025-09-17 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Participants, beginning of year | 24,433 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Active participants | 17,892 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Participants, end of year | 24,260 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Participants with an account balance | 22,277 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Total assets, beginning of year | $1,534,342,529 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Total assets, end of year | $1,741,756,921 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Net assets, end of year | $1,740,982,635 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Total income | $341,179,461 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Net income | $211,381,507 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Employer contributions | $48,678,483 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Participant contributions | $92,443,366 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Other contributions (incl. rollovers) | $4,789,043 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Total contributions | $145,910,892 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Benefit payments | $126,860,417 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Total expenses (incl. benefit payments) | $129,797,954 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Total administrative expenses | $2,569,795 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Recordkeeping fees | $911,878 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| IQPA audit fees | $102,400 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Investment advisory and management fees | $1,287,309 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Administrative expenses excluding investment management | $1,282,486 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Held in common/collective trusts | $1,583,228,017 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Held in mutual funds | $118,652,853 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250917144049NAL0000658704001, received 2025-09-17 |
| Independent auditor | KPMG LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250917144049NAL0000658704001, received 2025-09-17 |
Position = column in the DOL layout for form year 2024. Filing 20250917144049NAL0000658704001, received 2025-09-17.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $1,287,309 | no |
| ALIGHT SOLUTIONS LLCrecordkeeper | NONE | 15 Recordkeeping and information management; 50 Direct payment from the plan; 99 Other fees | $911,878 | yes |
| NORTHERN TRUST INC. | TRUSTEE | 21 Trustee (bank, trust company or similar); 50 Direct payment from the plan | $209,004 | yes |
| KPMG LLP | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $102,400 | no |
| ZARAGOZA ALVARADO | NONE | 29 Legal; 50 Direct payment from the plan | $30,407 | no |
| GROOM LAW GROUP | NONE | 29 Legal; 50 Direct payment from the plan | $24,530 | no |
| PERSHING LLC | NONE | 33 Securities brokerage; 59 Shareholder servicing fees; 61 Finders fees / placement fees; 71 Securities brokerage commissions and fees; 99 Other fees | $0 | yes |
| ALIGHT FINANCIAL SOLUTIONS, LLC | NONE | 33 Securities brokerage; 63 Distribution (12b-1) fees | $0 | yes |
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 20250917144049NAL0000658704001, received 2025-09-17.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,534,342,529 | $1,741,756,921 | 13.5% |
| Participants with a balance | 21,592 | 22,277 | 3.2% |
| Administrative expenses | $2,499,614 | $2,569,795 | 2.8% |
| Recordkeeping fees per participant | $46.82 | $40.93 | -12.6% |
| Employer contributions | $40,416,010 | $48,678,483 | 20.4% |
Prior filing 20240916165803NAL0004092898001, received 2024-09-16; the plan years are contiguous.
Sponsor name as filed: AMERICAN NATIONAL RED CROSS; SEC registrant: AMERICAN NATIONAL RED CROSS (CIK 1078121, matched by EIN).