# American Meteorological Society 403(b) Plan
Source: https://planprovider.pro/companies/american-meteorological-society-403b-plan

> American Meteorological Society's 403(b) plan: 78 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Meteorological Society

- **Sponsor EIN:** 042103657

- **Sponsor Address:** 45 BEACON STREET, BOSTON, MA, 021083631

- **Plan Type:** 403(b)

- **Total Participants:** 78

- **Total Assets:** $34.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|78|$34.9M|$601,827|$530,530|

| 2023|85|$32.9M|$581,196|$523,331|

| 2022|86|$27.9M|$559,188|$516,293|

## 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|

| TONNESON & COMPANY PC|Auditor|$18,076|—|$18,076|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $18,076

- **Estimated Expense Ratio:** 0.052% 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|$58,858|$14,250|—|$18,076|—|

| 2023|$50,374|$18,050|—|$12,250|—|

| 2022|$50,656|$19,000|$21,356|—|$10,300|

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