Plan Snapshot
- Plan Sponsor: Advanced Medical Mgmt And Consulting
- Sponsor EIN: 810989370
- Sponsor Address: 2901 PURCELL STREET, BRIGHTON, CO, 80601
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $1.7M
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 | 104 | $1.7M | $65,000 | $297,932 |
| 2023 | 121 | $1.5M | $0 | $289,284 |
| 2022 | 139 | $914,872 | $165,000 | $207,315 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $17,322 | — | $17,322 |
| LPL FINANCIAL RPCP | NONE | $6,617 | — | $6,617 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,939
- Estimated Expense Ratio: 1.439% of plan assets
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 | $23,939 | $6,617 | $17,322 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $10,568 | $2,732 | $7,836 | — | — |