# Amen Clinics, INC. 401(k) Plan
Source: https://planprovider.pro/companies/amen-clinics-inc-401k-plan

> Amen Clinics, INC.'s 401(k) plan: 319 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Amen Clinics, INC.

- **Sponsor EIN:** 912055998

- **Sponsor Address:** 959 SOUTH COAST DRIVE, STE 100, COSTA MESA, CA, 92626

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

- **Total Participants:** 319

- **Total Assets:** $7.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|319|$7.0M|$124,498|$890,628|

| 2023|286|$5.4M|$171,693|$816,089|

| 2022|278|$3.7M|$101,741|$622,059|

## 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 BALDWIN GROUP WEALTH ADV LLC|INVESTMENT ADVISOR|$28,809|—|$28,809|

| HICKS PENSION SERVICES|TPA ~ CONTRAC T ADMI|$2,875|$2,732|$5,607|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,416

- **Estimated Expense Ratio:** 0.491% 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|$2,653|—|—|—|—|

| 2023|$1,268|—|—|—|—|

| 2022|$1,100|—|$1,100|—|—|

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