# Aamci - Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/aamci-management-inc-401k-plan

> Aamci - Management, INC.'s 401(k) plan: 64 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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