# Amli Management Company 401(k) Plan
Source: https://planprovider.pro/companies/amli-management-company-401k-plan-001

> Amli Management Company's 401(k) plan: 794 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Amli Management Company

- **Sponsor EIN:** 363207100

- **Sponsor Address:** 141 WEST JACKSON BOULEVARD SUITE 30, CHICAGO, IL, 60604

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

- **Total Participants:** 794

- **Total Assets:** $79.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2024|794|$79.5M|$1.6M|$5.3M|

| 2023|802|$66.7M|$1.6M|$5.2M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$89,959|—|$89,959|

| CREATIVE PLANNING HOLDCO LLC DBA CR|INVESTMENT ADVISOR|$42,497|—|$42,497|

| MESIROW FINANCIAL INVESTMENT MANAGE|INVESTMENT MGMT|$7,284|—|$7,284|

| PRICEKUBECKA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PRICEKUBECKA, PLLC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $139,740

- **Estimated Expense Ratio:** 0.176% 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|$140,040|$49,781|—|—|—|

| 2023|$118,061|$46,046|—|—|—|

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