Plan Snapshot
- Plan Sponsor: Ameriteam Services, LLC
- Sponsor EIN: 472129748
- Sponsor Address: 265 BROOKVIEW CENTRE WAY, KNOXVILLE, TN, 37919
- Plan Type: 401(k)
- Total Participants: 18,577
- Total Assets: $1.8B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 18,577 | $1.8B | $18.9M | $147.6M |
| 2023 | 18,477 | $1.6B | $17.8M | $135.0M |
| 2022 | 17,415 | $1.3B | $16.3M | $119.0M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $1,028,058 | — | $1,028,058 |
| MORNINGSTAR INC | Recordkeeper | $1,006,628 | — | $1,006,628 |
| CAPFINANCIAL PARTNERS LLC | Other Service Provider | $349,432 | — | $349,432 |
| NEXTGEN WEALTH COUNSELORS LIMI | Other Service Provider | $52,374 | — | $52,374 |
| MARCUM WEALTH LLC | Other Service Provider | $29,938 | — | $29,938 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $23,039 | — | $23,039 |
| LARSON FINANCIAL GROUP LLC | Other Service Provider | $21,084 | — | $21,084 |
| BRINKER CAPITAL INVESTMENTS LL | Other Service Provider | $19,328 | — | $19,328 |
| DASH ACQUISITIONS LLC | Other Service Provider | $17,600 | — | $17,600 |
| VALLEY WEALTH MANAGERS INC | Other Service Provider | $17,533 | — | $17,533 |
| HIGHTOWER ADVISORS LLC | Other Service Provider | $15,625 | — | $15,625 |
| MARINER LLC | Other Service Provider | $14,766 | — | $14,766 |
| MORNINGSTAR INVESTMENT SERVICE | Other Service Provider | $14,495 | — | $14,495 |
| WISNIEWSKI WEALTH MANAGEMENT | Other Service Provider | $11,637 | — | $11,637 |
| FINANCIAL ENGINES ADVISORS LLC | Other Service Provider | $9,907 | — | $9,907 |
| C G HUGHES COMPANY LLC | Other Service Provider | $9,603 | — | $9,603 |
| CREATIVE PLANNING LLC | Investment Advisor | $9,449 | — | $9,449 |
| MODERA WEALTH MANAGEMENT LLC | Other Service Provider | $9,309 | — | $9,309 |
| HERITAGE INVESTMENT GROUP | Other Service Provider | $8,168 | — | $8,168 |
| INTEGRATED ADVISORS NETWORK LL | Other Service Provider | $7,120 | — | $7,120 |
| COLTON GROOME FINANCIAL ADVISO | Investment Advisor | $6,890 | — | $6,890 |
| PROVISE MANAGEMENT GROUP LLC | Other Service Provider | $6,221 | — | $6,221 |
| JOHNSON INVESTMENT COUNSEL INC | Other Service Provider | $5,661 | — | $5,661 |
| FISHER INVESTMENTS | Recordkeeper | $5,599 | — | $5,599 |
| PER STIRLING CAPITAL MANAGEMEN | Other Service Provider | $5,587 | — | $5,587 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- MORNINGSTAR INC — Recordkeeper
- CHARLES SCHWAB & CO., INC. — Recordkeeper
- CREATIVE PLANNING LLC — Investment Advisor
- COLTON GROOME FINANCIAL ADVISO — Investment Advisor
- FISHER INVESTMENTS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,705,051
- Estimated Expense Ratio: 0.150% 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 | $2,968,428 | $2,406,631 | — | — | — |
| 2023 | $2,564,525 | $2,022,050 | — | — | — |
| 2022 | $2,985,816 | $313,621 | — | — | $29,085 |