Plan Snapshot
- Plan Sponsor: Ammo INC
- Sponsor EIN: 300957912
- Sponsor Address: 7681 E GRAY RD, SCOTTSDALE, AZ, 85260
- Plan Type: 401(k)
- Total Participants: 308
- Total Assets: $9.2M
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 | 308 | $9.2M | $606,656 | $1.0M |
| 2023 | 310 | $7.2M | $404,542 | $805,551 |
| 2022 | 292 | $2.8M | $236,162 | $700,457 |
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 |
|---|---|---|---|---|
| MANSPERGER PATTERSON & MCMULLIN PLC | 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 |
|---|---|---|---|---|---|
| 2024 | $86,271 | — | $86,271 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $31,014 | $13,171 | $17,843 | — | — |