# Amg National Corp 401(k) Plan
Source: https://planprovider.pro/companies/amg-national-corp-401k-plan

> Amg National Corp's 401(k) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Amg National Corp

- **Sponsor EIN:** 841595368

- **Sponsor Address:** 6295 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO, 80111

- **Plan Type:** 401(k)

- **Total Participants:** 143

- **Total Assets:** $33.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|143|$33.2M|$606,834|$1.6M|

| 2023|142|$28.9M|$579,539|$1.5M|

| 2022|138|$24.2M|$501,361|$1.4M|

## 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|

| EIDE BAILLY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## 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|$3,130|—|—|—|—|

| 2023|$3,027|—|—|—|—|

| 2022|$875|—|—|—|—|

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