Plan Snapshot
- Plan Sponsor: American Medical Association
- Sponsor EIN: 360727175
- Sponsor Address: AMA PLAZA, CHICAGO, IL, 606115885
- Plan Type: 401(k)
- Total Participants: 1,344
- Total Assets: $407.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,344 | $407.1M | $9.6M | $15.7M |
| 2023 | 1,297 | $364.5M | $8.9M | $14.8M |
| 2022 | 1,236 | $310.7M | $8.2M | $13.3M |
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 |
|---|---|---|---|---|
| DELOITTE AND TOUCHE LLP | Auditor | $26,000 | — | $26,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE AND TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,000
- Estimated Expense Ratio: 0.006% 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 | -$41,581 | — | — | $26,000 | — |
| 2023 | -$42,809 | — | — | $24,750 | — |
| 2022 | -$20,143 | — | — | — | $23,650 |