# American Merchandising Specialists, INC. 401(k) Plan
Source: https://planprovider.pro/companies/american-merchandising-specialists-inc-401k-plan-002

> American Merchandising Specialists, INC.'s 401(k) plan: 147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Merchandising Specialists, INC.

- **Sponsor EIN:** 911951517

- **Sponsor Address:** 177 BARLEY PARK LANE, MOORESVILLE, NC, 28115

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

- **Total Participants:** 147

- **Total Assets:** $5.1M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|147|$5.1M|$0|$403,233|

| 2023|136|$4.7M|$341|$373,494|

| 2022|102|$4.1M|$0|$366,160|

## 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|

| DAVISON, HOLLAND, WHITESELL & CO|Auditor|—|—|$0|

## 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|$35,421|$17,882|$1,275|—|—|

| 2023|$30,935|$15,826|$1,050|—|—|

| 2022|$34,197|$14,969|$15,721|—|$3,507|

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