Plan Snapshot
- Plan Sponsor: Am General LLC
- Sponsor EIN: 030448255
- Sponsor Address: 105 NORTH NILES AVENUE, SOUTH BEND, IN, 466347025
- Plan Type: 401(k)
- Total Participants: 398
- Total Assets: $42.1M
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 | 398 | $42.1M | $621,054 | $1.3M |
| 2023 | 401 | $40.0M | $583,121 | $1.2M |
| 2022 | 377 | $36.7M | $508,390 | $1.1M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $15,200 | — | $15,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,200
- Estimated Expense Ratio: 0.036% 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 | $37,850 | $18,663 | — | $15,200 | — |
| 2023 | $31,803 | $23,571 | $3,758 | — | — |
| 2022 | $22,999 | $17,656 | — | — | — |