Plan Snapshot
- Plan Sponsor: Aem, INC.
- Sponsor EIN: 530220544
- Sponsor Address: 5801 ROLLING ROAD, SPRINGFIELD, VA, 22152
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $18.6M
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 | 171 | $18.6M | $304,084 | $1.2M |
| 2023 | 180 | $17.7M | $247,582 | $1.1M |
| 2022 | 183 | $14.9M | $261,018 | $1.0M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — 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 | $64,609 | $37,738 | — | — | — |
| 2023 | $56,426 | $31,472 | — | — | — |
| 2022 | $53,743 | — | — | — | — |