# Advanced Medical Mgmt And Consulting 401(k) Plan
Source: https://planprovider.pro/companies/advanced-medical-management-and-consulting-inc-401k-plan

> Advanced Medical Mgmt And Consulting's 401(k) plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/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|—|—|

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