Plan Snapshot
- Plan Sponsor: Ambulatory Medical Practices Management Services Organization, INC.
- Sponsor EIN: 452518871
- Sponsor Address: 100 SUMMIT LAKE DR, VALHALLA, NY, 105951323
- Plan Type: 401(k)
- Total Participants: 235
- Total Assets: $27.4M
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 | 235 | $27.4M | $746,675 | $1.0M |
| 2023 | 252 | $25.4M | $743,376 | $959,338 |
| 2022 | 240 | $24.2M | $704,635 | $918,726 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $86,304 | — | $86,304 | — | — |
| 2023 | $76,171 | — | $76,171 | — | — |
| 2022 | $74,746 | — | $74,746 | — | — |