Plan Snapshot
- Plan Sponsor: American Advanced Management, INC.
- Sponsor EIN: 824423052
- Sponsor Address: 730 17TH STREET, MODESTO, CA, 95350
- Plan Type: DC
- Total Participants: 1,466
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 1,466 | $4.6M | $7,826 | $844,974 |
| 2023 | 1,331 | $3.3M | $0 | $616,739 |
| 2022 | 1,294 | $2.7M | $799 | $485,810 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | SERVICE PROVIDER | — | $18,175 | $18,175 |
| JWT & ASSOCIATES, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,175
- Estimated Expense Ratio: 0.392% 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 | $20,253 | — | — | — | — |
| 2023 | $18,715 | — | — | — | — |
| 2022 | $84,943 | — | — | — | — |