Plan Snapshot
- Plan Sponsor: Alliance For Multispecialty Research, LLC
- Sponsor EIN: 721369056
- Sponsor Address: 801 N WEISGARBER RD STE 100, KNOXVILLE, TN, 37909
- Plan Type: 401(k)
- Total Participants: 350
- Total Assets: $18.3M
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 | 350 | $18.3M | $1.1M | $1.8M |
| 2023 | 439 | $16.4M | $1.2M | $1.8M |
| 2022 | 439 | $11.9M | $547,831 | $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 |
|---|---|---|---|---|
| LBMC, PC | Auditor | $13,200 | — | $13,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,200
- Estimated Expense Ratio: 0.072% 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 | $129,720 | — | $116,520 | $13,200 | — |
| 2023 | $91,145 | — | $91,145 | — | — |
| 2022 | $72,695 | — | $72,695 | — | — |