Original filing (PDF)20251013173115NAL0002517888001

AMERICAN AUTOMOBILE ASSOCIATION, INC. AND SUBS.

Name: AMERICAN AUTOMOBILE ASSOCIATION, INC. AND SUBS. — AAA RETIREMENT PLAN, Form 5500 (2024)
Creator: AMERICAN AUTOMOBILE ASSOCIATION, INC. AND SUBS.

Form 5500

FILING_RECEIVED

AAA RETIREMENT PLAN

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed6 service providers

Active participants

104

Accounts w/ balance

—

Plan assets (EOY)

$101.9M

Net assets (EOY)

$101.7M

How this plan invests

This plan

6 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (5th percentile).
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN AUTOMOBILE ASSOCIATION, INC. AND SUBS..

Plan sponsor

Name

AMERICAN AUTOMOBILE ASSOCIATION, INC. AND SUBS.

EIN

53-0025420all filings

Address

1000 AAA DRIVE · HEATHROW, FL · 327465063

Phone

(470) 444-7534

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

AAA EMPLOYEES RETIREMENT PLAN COMMITTEE

EIN

54-1019179

City

HEATHROW, FL

Phone

(407) 444-7534

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

RSM US LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
BLACKROCK INSTITUTIONAL TRUST CO	94-3112180	—	NONE	$181K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE BANK OF NEW YORK MELLON	13-5160382	—	TRUSTEE	$87K	—

Investments

6 pooled funds· $101.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
US LONG CORPORATE BOND FUND BTC INSTITUTIONAL TRUST COMPANY · EIN 45-3263231 / PN 001	Common Collective Trust	$42.2M	41.4%
INTERMEDIATE GOVERNMENT BOND INDEX BTC INSTITUTIONAL TRUST COMPANY · EIN 94-3118548 / PN 001	Common Collective Trust	$35.1M	34.4%
COLLECTIVE TRUST GOVT S/T INVT FUND THE BANK OF NEW YORK MELLON · EIN 13-6154008 / PN 012	Common Collective Trust	$23.1M	22.7%
LONG TERM GOVERNMENT BOND INDEX FD BTC INSTITUTIONAL TRUST COMPANY · EIN 94-3118547 / PN 001	Common Collective Trust	$1.4M	1.4%
EB TEMPORARY INVESTMENT FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 198	Common Collective Trust	$16K	<0.1%
SHORT TERM INVESTMENT FUND BTC INSTITUTIONAL TRUST COMPANY · EIN 94-6450621 / PN 001	Common Collective Trust	$2K	<0.1%