Plan Snapshot
- Plan Sponsor: Am General LLC
- Sponsor EIN: 030448255
- Sponsor Address: P.O. BOX 7025, SOUTH BEND, IN, 466347025
- Plan Type: DB
- Total Participants: 458
- Total Assets: $151.8M
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. |
|---|---|---|---|---|
| 2024 | 458 | $151.8M | $99,000 | $0 |
| 2023 | 407 | $150.7M | $0 | $0 |
| 2022 | 352 | $146.2M | $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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $11,700 | — | $11,700 |
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: $11,700
- Estimated Expense Ratio: 0.008% 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 | $752,671 | $277,366 | — | $11,700 | — |
| 2023 | $1,250,662 | $268,875 | — | — | — |
| 2022 | $693,727 | $293,815 | — | — | $143,160 |