Plan Snapshot
- Plan Sponsor: A. M. Best Company
- Sponsor EIN: 134955140
- Sponsor Address: AMBEST ROAD, OLDWICK, NJ, 08858
- Plan Type: 401(k)
- Total Participants: 564
- Total Assets: $187.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 564 | $187.2M | $4.5M | $6.5M |
| 2023 | 541 | $167.7M | $4.3M | $6.1M |
| 2022 | 530 | $141.6M | $4.0M | $5.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $32,217 | $48,259 | — | — | — |
| 2023 | -$66,569 | $37,869 | — | — | — |
| 2022 | -$74,594 | $29,831 | — | — | — |