Plan Snapshot
- Plan Sponsor: Aamci - Management, INC.
- Sponsor EIN: 620882160
- Sponsor Address: 320 N. CEDAR BLUFF ROAD, KNOXVILLE, TN, 37923
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 64 | $4.9M | $170,315 | $268,958 |
| 2023 | 66 | $4.8M | $188,541 | $297,484 |
| 2022 | 76 | $3.9M | $186,570 | $295,984 |
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 |
|---|---|---|---|---|
| PURKEY, CARTER, COMPTON, SWANN & CA | 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 | $58,482 | $41,389 | $17,093 | — | — |
| 2023 | $66,419 | $16,964 | $34,805 | $14,650 | — |
| 2022 | $63,525 | $37,385 | $18,990 | — | $7,150 |