Plan Snapshot
- Plan Sponsor: American Multispecialty Group Dba Esse Health
- Sponsor EIN: 431383893
- Sponsor Address: 12655 OLIVE BLVD FL 4, ST LOUIS, MO, 631416362
- Plan Type: 401(k)
- Total Participants: 803
- Total Assets: $206.5M
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 | 803 | $206.5M | $1.8M | $5.8M |
| 2023 | 857 | $196.6M | $6.1M | $5.8M |
| 2022 | 887 | $169.2M | $5.9M | $5.4M |
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 |
|---|---|---|---|---|
| MAHER AND COMPANY PC | 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 | $410,947 | $229,338 | $13,815 | — | — |
| 2023 | $371,019 | $159,283 | $13,834 | — | — |
| 2022 | $351,419 | $248,297 | $103,122 | — | — |