Plan Snapshot
- Plan Sponsor: Am General LLC
- Sponsor EIN: 030448255
- Sponsor Address: P.O. BOX 7025, SOUTH BEND, IN, 466347025
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $8.5M | $0 | $0 |
| 2022 | 0 | $8.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| MERCER (US), INC. | Investment Advisor | $31,033 | — | $31,033 |
| MERCER INVESTMENTS LLC | Investment Advisor | $16,864 | — | $16,864 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $12,861 | — | $12,861 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER (US), INC. — Investment Advisor
- MERCER INVESTMENTS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,758
- Estimated Expense Ratio: 0.716% 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 |
|---|---|---|---|---|---|
| 2023 | $88,658 | $16,864 | — | — | — |
| 2022 | $112,234 | $18,696 | — | — | $76,554 |