# American Advanced Management, INC. DC Plan
Source: https://planprovider.pro/companies/american-advanced-management-inc-plan

> American Advanced Management, INC.'s DC plan: 1,466 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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