Plan Snapshot
- Plan Sponsor: American Road Management, INC.
- Sponsor EIN: 200455698
- Sponsor Address: 3770 37TH STREET, ORLANDO, FL, 32805
- Plan Type: 401(k)
- Total Participants: 423
- Total Assets: $8.5M
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 | 423 | $8.5M | -$16,507 | $1.0M |
| 2023 | 414 | $7.3M | $230,224 | $881,327 |
| 2022 | 272 | $6.1M | $328,787 | $600,900 |
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 |
|---|---|---|---|---|
| THOMAS G CPA, LLC | 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 | $66,106 | $23,057 | $43,049 | — | — |
| 2023 | $50,958 | $18,438 | $32,520 | — | — |
| 2022 | $28,478 | $14,090 | $14,388 | — | — |