Plan Snapshot
- Plan Sponsor: Advanced Medical Management, LLC
- Sponsor EIN: 521829955
- Sponsor Address: 9601 PULASKI PARK DR STE 417, BALTIMORE, MD, 212201409
- Plan Type: 401(k)
- Total Participants: 817
- Total Assets: $9.2M
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 | 817 | $9.2M | $385,108 | $1.5M |
| 2023 | 531 | $8.1M | $157,487 | $1.2M |
| 2022 | 446 | $7.1M | $0 | $823,660 |
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 |
|---|---|---|---|---|
| BENEFIT AUDIT GROUP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT AUDIT GROUP LLC — Auditor
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 | $46,179 | — | $46,179 | — | — |
| 2023 | $3,135 | — | $3,135 | — | — |
| 2022 | $3,424 | — | $3,424 | — | — |