Plan Snapshot
- Plan Sponsor: Aam 15 Management, LLC
- Sponsor EIN: 270192886
- Sponsor Address: 78 BLANCHARD ROAD, SUITE 100, BURLINGTON, MA, 01803
- Plan Type: 401(k)
- Total Participants: 534
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 534 | $3.7M | $305,648 | $661,766 |
| 2023 | 282 | $2.4M | $271,580 | $571,767 |
| 2022 | 228 | $1.6M | $214,817 | $440,379 |
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 |
|---|---|---|---|---|
| MAMACOS, BYSIEWICZ & ASSOCIATES LLC | 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 | $14,848 | $3,137 | $11,461 | — | — |
| 2023 | $10,392 | — | $10,392 | — | — |
| 2022 | $7,556 | — | $7,556 | — | — |