Plan Snapshot
- Plan Sponsor: Academic Medicine Services INC
- Sponsor EIN: 161455134
- Sponsor Address: 4498 MAIN ST STE 23, BUFFALO, NY, 142263826
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $39.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 238 | $39.5M | $668,124 | $2.1M |
| 2023 | 231 | $33.3M | $504,055 | $1.9M |
| 2022 | 231 | $28.1M | $393,002 | $1.7M |
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 |
|---|---|---|---|---|
| CHIAMPOU TRAVIS BESAW KERSHNER 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 | $121,989 | $28,073 | $1,754 | — | — |
| 2023 | $64,959 | $22,576 | $1,668 | — | — |
| 2022 | $84,062 | $21,570 | $62,492 | — | — |