# American Forest Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/american-forest-management-inc-plan-001

> American Forest Management, INC.'s 401(k) plan: 276 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Forest Management, INC.

- **Sponsor EIN:** 570682169

- **Sponsor Address:** 8702 RED OAK BOULEVARD, CHARLOTTE, NC, 282174069

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

- **Total Participants:** 276

- **Total Assets:** $49.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|276|$49.3M|$891,308|$2.1M|

| 2023|284|$44.6M|$832,436|$2.0M|

| 2022|272|$38.7M|$813,102|$1.9M|

## 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|

| GREERWALKER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GREERWALKER](https://planprovider.pro/provider/greerwalker-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|$83,087|—|$83,087|—|—|

| 2023|$77,439|—|$77,439|—|—|

| 2022|$79,315|—|$69,317|—|$9,998|

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