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Original filing (PDF)20251015140237NAL0004762817001
AUTOMOBILE CLUB OF SOUTHERN CALIFORNIA
Form 5500
FILING_RECEIVED
CLUB FUTURESAVE PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
14,373
Accounts w/ balance
12,652
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
5 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUTOMOBILE CLUB OF SOUTHERN CALIFORNIA.
Plan sponsor
Name
AUTOMOBILE CLUB OF SOUTHERN CALIFORNIA
EIN
95-0514585
Address
3333 FAIRVIEW ROAD M/S A441 · COSTA MESA, CA · 926261698
Phone
(714) 885-1257
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $444K | — |
| ERNST & YOUNG LLP | — | PITTSBURGH, PA | NONE | $25K | — |
| ALIGHT SOLUTIONS LLC | — | CHICAGO, IL | NONE | $23K | — |
Investments
22 direct securities · 5 pooled funds· $1.6B(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.
Uncategorized
$1.3B
22 holdings
Common Collective Trust
$341.8M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Equity Index 500 Fund | — | — | — | $371.9M | 23.1% | |
| RUSSELL LARGECAP GROWTH(R) INDX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 228 | Common Collective Trust | — | — | $163.0M | 10.1% | |
| T. Rowe Price New Horizons Fund | — | — | — | $148.6M | 9.2% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $120.8M | 7.5% | |
| T. Rowe Price Capital Appreciation Fund | — | — | — | $107.5M | 6.7% | |
| Neuberger Berman Neuberger Berman Small Cap | — | — | — | $66.2M | 4.1% | |
| Vanguard Target Retirement 2030 | — | — | — | $61.9M | 3.8% | |
| Vanguard Target Retirement 2045 | — | — | — | $56.5M | 3.5% | |
| Vanguard Target Retirement 2050 | — | — | — | $53.3M | 3.3% | |
| Vanguard Target Retirement 2035 | — | — | — | $48.4M | 3.0% | |
| Vanguard Target Retirement 2040 | — | — | — | $48.3M | 3.0% | |
| Vanguard Target Retirement 2055 | — | — | — | $45.1M | 2.8% | |
| GBL ALL CAP EQTY EX-US IDX NL SF A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 282 | Common Collective Trust | — | — | $42.6M | 2.6% | |
| Vanguard Target Retirement 2025 | — | — | — | $39.9M | 2.5% | |
| State Street State Street Cash Series Treasury Fund M | — | — | — | $37.9M | 2.3% | |
| Pimco Total Return Fund | — | — | — | $33.1M | 2.1% | |
| T. Rowe Price Institutional High Yield Fund | — | — | — | $33.1M | 2.0% | |
| through March 2040) | — | — | — | $31.4M | 1.9% | |
| Vanguard Target Retirement 2060 | — | — | — | $20.6M | 1.3% | |
| Vanguard Target Retirement 2020 | — | — | — | $18.7M | 1.2% | |
| Institutional Shares Vanguard Bond Index Fund | — | — | — | $17.5M | 1.1% | |
| Vanguard Target Retirement Income | — | — | — | $13.1M | 0.8% | |
| STATE STREET RUSSELL SM/MID CAP IF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $11.6M | 0.7% | |
| Vanguard Inflation-Protected Securities Fund Vanguard | — | — | — | $10.1M | 0.6% | |
| Vanguard Target Retirement 2065 | — | — | — | $5.2M | 0.3% | |
| HARDING LOEVNER INTL EQTY CIF GLOBAL TRUST COMPANY - HARDING LOEVNER · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $3.8M | 0.2% | |
| Vanguard Target Retirement 2070 | — | — | — | $1.3M | <0.1% |