# Ambling Property Investments, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ambling-property-investments-llc-401k-plan

> Ambling Property Investments, LLC's 401(k) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ambling Property Investments, LLC

- **Sponsor EIN:** 201317231

- **Sponsor Address:** 348 ENTERPRISE DR., VALDOSTA, GA, 316015169

- **Plan Type:** 401(k)

- **Total Participants:** 129

- **Total Assets:** $5.4M

## 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|129|$5.4M|$55,694|$349,327|

| 2023|91|$4.8M|$83,970|$360,302|

| 2022|101|$4.8M|$87,166|$289,368|

## 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|

| FINTRUST CAPITAL ADV DBA FINTRUST|ADVISOR|$15,044|—|$15,044|

| CLEMENTS, PURVIS & STEWART, PC|ACCOUNTANT/AUDITOR|$14,500|—|$14,500|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $29,544

- **Estimated Expense Ratio:** 0.550% 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|$33,329|$15,044|—|$14,500|—|

| 2023|$31,307|$14,412|—|$14,500|—|

| 2022|$47,220|—|—|—|—|

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