Plan Snapshot
- Plan Sponsor: American Management Association
- Sponsor EIN: 237259445
- Sponsor Address: 1601 BROADWAY, NEW YORK, NY, 100197437
- Plan Type: 403(b)
- Total Participants: 127
- Total Assets: $76.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 127 | $76.5M | $152,153 | $825,223 |
| 2023 | 128 | $69.8M | $151,652 | $828,464 |
| 2022 | 135 | $60.8M | $158,692 | $868,968 |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | NONE | $45,944 | — | $45,944 |
| GRANT THORNTON LLP | NONE | $22,145 | — | $22,145 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,089
- Estimated Expense Ratio: 0.089% 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 | $72,237 | $46,354 | — | $22,145 | — |
| 2023 | $79,877 | $56,667 | $130 | $20,991 | — |
| 2022 | $4,641 | $2,416 | — | — | — |