Plan Snapshot
- Plan Sponsor: Ami Expeditionary Healthcare
- Sponsor EIN: 660745549
- Sponsor Address: 12030 SUNRISE VALLEY DRIVE, RESTON, VA, 20191
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 215 | $3.7M | $320,209 | $778,251 |
| 2023 | 203 | $3.5M | $374,546 | $1.0M |
| 2022 | 462 | $2.3M | $515,902 | $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 |
|---|---|---|---|---|
| STEPHANO SLACK, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STEPHANO SLACK, LLC — 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 | $17,278 | $12,026 | $5,252 | — | — |
| 2023 | $28,626 | $10,632 | $17,994 | — | — |
| 2022 | $27,182 | $4,370 | $22,812 | — | — |