# Amherst Services, Corp. 401(k) Plan
Source: https://planprovider.pro/companies/amherst-services-corp-401k-plan

> Amherst Services, Corp.'s 401(k) plan: 301 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Amherst Services, Corp.

- **Sponsor EIN:** 263806884

- **Sponsor Address:** 5001 PLAZA ON THE LAKE, AUSTIN, TX, 787461053

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

- **Total Participants:** 301

- **Total Assets:** $45.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|301|$45.8M|$1.2M|$3.4M|

| 2023|317|$39.0M|$2.0M|$4.3M|

| 2022|620|$29.8M|$1.8M|$4.6M|

## 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|

| BAKER TILLY US, LLP|Auditor|$21,011|—|$21,011|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,011

- **Estimated Expense Ratio:** 0.046% 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|$82,192|$9,057|—|$21,011|—|

| 2023|$49,679|$4,678|—|—|—|

| 2022|$43,105|$3,863|—|—|—|

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