Plan Snapshot
- Plan Sponsor: Amb Group, LLC
- Sponsor EIN: 465401549
- Sponsor Address: 1 AMB DRIVE NW, ATLANTA, GA, 30313
- Plan Type: 401(k)
- Total Participants: 1,417
- Total Assets: $78.9M
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. |
|---|---|---|---|---|
| 2023 | 1,417 | $78.9M | $4.2M | $5.0M |
| 2022 | 2,062 | $65.6M | $3.2M | $4.5M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $179,666 | — | $179,666 |
| GALLAGHER FIDUCIARY ADVISORS | Investment Advisor | $166,774 | — | $166,774 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- GALLAGHER FIDUCIARY ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $346,440
- Estimated Expense Ratio: 0.439% 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 | $173,220 | $83,387 | — | — | — |
| 2022 | $139,030 | $58,672 | — | — | — |