Plan Snapshot
- Plan Sponsor: American Messaging Services, LLC
- Sponsor EIN: 223724253
- Sponsor Address: 1720 LAKEPOINTE DRIVE, LEWISVILLE, TX, 75057
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $26.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 79 | $26.5M | $322,023 | $660,984 |
| 2023 | 80 | $22.5M | $335,195 | $664,939 |
| 2022 | 91 | $19.3M | $350,748 | $692,114 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $60,943 | — | $60,943 |
| VALLEY FORGE INVESTMENT CONSULTANTS | SERVICE PROVIDER | — | $25,000 | $25,000 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,943
- Estimated Expense Ratio: 0.324% 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 | $61,648 | $854 | $60,494 | — | — |
| 2023 | $51,733 | $952 | $50,431 | — | — |
| 2022 | $50,371 | — | — | — | — |