Plan Snapshot
- Plan Sponsor: American Hockey League/Prof. Hockey Players Assoc. Agreement Of Trust
- Sponsor EIN: 980210068
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,165
- Total Assets: $18.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,165 | $18.0M | $0 | $1.2M |
| 2023 | 1,395 | $15.7M | $1.1M | $0 |
| 2022 | 1,351 | $13.0M | $0 | $954,243 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | Investment Advisor | $51,306 | — | $51,306 |
| EMPOWER LIFE & ANNUITY INS CO OF NY | Recordkeeper | $49,465 | — | $49,465 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $12,810 | — | $12,810 |
| MILLIMAN, INC. | Recordkeeper | $8,502 | — | $8,502 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,083
- Estimated Expense Ratio: 0.680% 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 | $120,769 | $112,207 | $8,502 | — | — |
| 2023 | $19,676 | — | $11,658 | — | — |
| 2022 | $23,610 | $60 | $15,498 | — | $8,052 |