Plan Snapshot
- Plan Sponsor: Advanced Microelectronics, INC. Dba The Ame Group
- Sponsor EIN: 351630314
- Sponsor Address: 619 MAIN STREET, VINCENNES, IN, 47591
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 192 | $9.1M | $0 | $803,429 |
| 2023 | 194 | $8.0M | $0 | $874,118 |
| 2022 | 208 | $6.6M | $0 | $812,462 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES AND ASSOCIATES INC | Investment Advisor | $21,675 | — | $21,675 |
| TRANSAMERICA LIFE INSURANCE CO | Recordkeeper | $16,284 | — | $16,284 |
| FUTUREPLAN BY ASCENSUS | Recordkeeper | $5,064 | $10 | $5,074 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES AND ASSOCIATES INC — Investment Advisor
- TRANSAMERICA LIFE INSURANCE CO — Recordkeeper
- FUTUREPLAN BY ASCENSUS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,033
- Estimated Expense Ratio: 0.475% 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 | $45,540 | — | $45,540 | — | — |
| 2023 | $44,225 | — | $44,225 | — | — |
| 2022 | $32,474 | — | $28,003 | — | — |