Plan Snapshot
- Plan Sponsor: Ami Locals LLC
- Sponsor EIN: 823116563
- Sponsor Address: 303 9TH ST W, BRADENTON, FL, 342057513
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 202 | $27,899 | $0 | $276,991 |
| 2023 | 132 | $481,893 | $0 | $259,910 |
| 2022 | 109 | $215,036 | $0 | $152,216 |
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 |
|---|---|---|---|---|
| MIKE AVERSANO CPA, PC | 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 |
|---|---|---|---|---|---|
| 2025 | $23 | $23 | — | — | — |
| 2024 | $8,256 | $3,868 | $4,388 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |