# Amg Vanadium LLC DB Plan
Source: https://planprovider.pro/companies/amg-vanadium-llc-plan-001

> Amg Vanadium LLC's DB plan: 22 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Amg Vanadium LLC

- **Sponsor EIN:** 202931565

- **Sponsor Address:** 60790 SOUTHGATE RD., CAMBRIDGE, OH, 43725

- **Plan Type:** DB

- **Total Participants:** 22

- **Total Assets:** $5.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|22|$5.9M|$0|$0|

| 2023|23|$6.2M|$0|$0|

| 2022|25|$6.2M|$0|$0|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$79,448|—|$79,448|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $79,448

- **Estimated Expense Ratio:** 1.337% 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|$79,449|$1,238|$66,293|—|—|

| 2023|$106,152|$5,849|$56,007|—|—|

| 2022|$73,571|—|$62,747|—|$10,824|

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