Plan Snapshot
- Plan Sponsor: Amg Enterprises LLC
- Sponsor EIN: 812730196
- Sponsor Address: 755 W MAIN ST, BRANFORD, CT, 064053449
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $1.2M
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 | 112 | $1.2M | $169,643 | $285,513 |
| 2023 | 94 | $783,903 | $132,344 | $230,764 |
| 2022 | 141 | $338,122 | $91,566 | $161,492 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $18,383 | $5,590 | $12,793 | — | — |
| 2023 | $12,740 | $2,917 | $9,823 | — | — |
| 2022 | — | — | — | — | — |