Plan Snapshot
- Plan Sponsor: A.M.C. Management Corp.
- Sponsor EIN: 571086334
- Sponsor Address: 125 W. MAIN ST., DUNCAN, SC, 29334
- Plan Type: 401(k)
- Total Participants: 226
- Total Assets: $1.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 226 | $1.0M | $121,128 | $218,701 |
| 2023 | 250 | $694,480 | $119,462 | $214,563 |
| 2022 | 266 | $318,859 | $77,951 | $141,398 |
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 |
|---|---|---|---|---|
| BATES, CARTER AND CO., LLP | Auditor | — | — | $0 |
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 | $5,066 | $5,066 | — | — | — |
| 2023 | $3,438 | $884 | $2,554 | — | — |
| 2022 | $3,934 | — | $3,934 | — | — |