Plan Snapshot
- Plan Sponsor: Ameriteam Services, LLC
- Sponsor EIN: 472129748
- Sponsor Address: 265 BROOKVIEW CENTRE WAY, KNOXVILLE, TN, 37919
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 24,670
- Total Assets: $2.1B
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. |
|---|---|---|---|---|
| 2025 | 24,670 | $2.1B | $0 | $0 |
| 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 |
|---|---|---|---|---|
| MORNINGSTAR INC | Other Service Provider | $1,398,569 | — | $1,398,569 |
| SCHWAB RETIREMENT PLAN SERVICES INC | Other Service Provider | $1,392,669 | — | $1,392,669 |
| CAPFINANCIAL PARTNERS LLC | Other Service Provider | $450,234 | — | $450,234 |
| NEXTGEN WEALTH COUNSELORS LIMI | Other Service Provider | $56,690 | — | $56,690 |
| LARSON FINANCIAL GROUP LLC | Other Service Provider | $25,614 | — | $25,614 |
| CHARLES SCHWAB & CO., INC. | Other Service Provider | $24,046 | — | $24,046 |
| ORION PORTFOLIO SOLUTIONS LLC | Other Service Provider | $21,997 | — | $21,997 |
| DASH ACQUISITIONS LLC | Other Service Provider | $20,635 | — | $20,635 |
| VALLEY WEALTH MANAGERS INC | Other Service Provider | $20,369 | — | $20,369 |
| CERITY PARTNERS LLC | Other Service Provider | $18,877 | — | $18,877 |
| HIGHTOWER ADVISORS LLC | Other Service Provider | $15,968 | — | $15,968 |
| MARINER LLC | Other Service Provider | $15,754 | — | $15,754 |
| ASSETMARK INC | Other Service Provider | $14,365 | — | $14,365 |
| WEALTH ENHANCEMENT ADVISORY SE | Other Service Provider | $13,886 | — | $13,886 |
| WISNIEWSKI WEALTH MANAGEMENT | Other Service Provider | $13,006 | — | $13,006 |
| MARCUM WEALTH LLC | Other Service Provider | $12,391 | — | $12,391 |
| FISHER INVESTMENTS | Other Service Provider | $12,294 | — | $12,294 |
| MORNINGSTAR INVESTMENT SERVICE | Other Service Provider | $12,045 | — | $12,045 |
| CREATIVE PLANNING LLC | Other Service Provider | $11,088 | — | $11,088 |
| MODERA WEALTH MANAGEMENT LLC | Other Service Provider | $10,370 | — | $10,370 |
| FINANCIAL ENGINES ADVISORS LLC | Other Service Provider | $9,911 | — | $9,911 |
| INTEGRATED ADVISORS NETWORK | Other Service Provider | $9,902 | — | $9,902 |
| HERITAGE INVESTMENT GROUP | Other Service Provider | $8,669 | — | $8,669 |
| HAMILTON CAPITAL LLC | Other Service Provider | $8,618 | — | $8,618 |
| JOHNSON INVESTMENT COUNSEL INC | Other Service Provider | $8,282 | — | $8,282 |
| PROVISE MANAGEMENT GROUP LLC | Other Service Provider | $7,097 | — | $7,097 |
| PER STIRLING CAPITAL MANAGEMENT | Other Service Provider | $6,450 | — | $6,450 |
| MARCUS CAPITAL LLC | Other Service Provider | $6,421 | — | $6,421 |
| AFT FORSYTH AND COMPANY INC | Other Service Provider | $5,769 | — | $5,769 |
| LINEWEAVER WEALTH ADVISORS LLC | Other Service Provider | $5,669 | — | $5,669 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,637,655
- Estimated Expense Ratio: 0.173% 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 |
|---|---|---|---|---|---|
| 2025 | $175,037,472 | $2,624,633 | — | — | — |
| 2024 | $2,968,428 | $2,406,631 | — | — | — |
| 2023 | $2,564,525 | $2,022,050 | — | — | — |
| 2022 | $2,985,816 | $313,621 | — | — | $29,085 |