# American Management Association 403(b) Plan
Source: https://planprovider.pro/companies/american-management-association-403b-plan

> American Management Association's 403(b) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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