Plan Snapshot
- Plan Sponsor: Ambulnz Holdings, LLC
- Sponsor EIN: 383977928
- Sponsor Address: 685 3RD AVENUE, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 3,223
- Total Assets: $23.8M
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 | 3,223 | $23.8M | $0 | $5.5M |
| 2023 | 3,309 | $15.1M | $22,302 | $3.8M |
| 2022 | 2,126 | $2.8M | $5,366 | $2.9M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $90,799 | — | $90,799 |
| FIRST REPUBLIC INVESTMENT MANAGEMEN | NONE | $7,477 | — | $7,477 |
| URISH POPECK & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- URISH POPECK & CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,276
- Estimated Expense Ratio: 0.412% 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 | $98,276 | $7,477 | $90,799 | — | — |
| 2023 | $26,649 | $21,511 | $5,138 | — | — |
| 2022 | $35,583 | $2,308 | $33,275 | — | — |