Plan Snapshot
- Plan Sponsor: Amount, INC.
- Sponsor EIN: 833090819
- Sponsor Address: 222 N. LASALLE, SUITE 1700, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $28.4M
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 | 139 | $28.4M | $763,083 | $1.6M |
| 2023 | 147 | $27.7M | $1.2M | $2.5M |
| 2022 | 212 | $24.6M | $1.2M | $2.7M |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, 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 |
|---|---|---|---|---|---|
| 2024 | $50,167 | $50,167 | — | — | — |
| 2023 | $65,305 | $41,417 | $23,888 | — | — |
| 2022 | $30,691 | $30,691 | — | — | — |