Plan Snapshot
- Plan Sponsor: Alliance For Audited Media
- Sponsor EIN: 360756300
- Sponsor Address: 1600 MCCONNOR PARKWAY, SCHAUMBURG, IL, 601736890
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 134
- Total Assets: $43.2M
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. |
|---|---|---|---|---|
| 2025 | 134 | $43.2M | $0 | $0 |
| 2024 | 70 | $41.7M | $676,731 | $923,408 |
| 2023 | 84 | $39.5M | $369,655 | $1.0M |
| 2022 | 71 | $34.5M | $315,264 | $957,911 |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Other Service Provider | $51,778 | — | $51,778 |
| MERRILL LYNCH CONSULTING SERVI | Other Service Provider | $50,866 | — | $50,866 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,644
- Estimated Expense Ratio: 0.237% 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 |
|---|---|---|---|---|---|
| 2025 | $5,328,198 | $64,432 | — | — | — |
| 2024 | $104,125 | $61,182 | — | — | — |
| 2023 | $90,230 | $46,958 | — | — | — |
| 2022 | $104,925 | $49,547 | — | — | — |