Plan Snapshot
- Plan Sponsor: Amr Holdco, INC.
- Sponsor EIN: 202076468
- Sponsor Address: 6501 S. FIDDLERS GREEN CIRCLE SUITE, GREENWOOD VILLAGE, CO, 80111
- Plan Type: DC
- Total Participants: 29
- Total Assets: $20.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 29 | $20.2M | $341,790 | $0 |
| 2023 | 33 | $19.6M | $355,452 | $0 |
| 2022 | 36 | $17.2M | $346,558 | $0 |
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 | Other Service Provider | $13,618 | — | $13,618 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,618
- Estimated Expense Ratio: 0.067% 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 | $2,382,189 | — | — | — | — |
| 2023 | $658,424 | — | $12,627 | — | — |
| 2022 | $1,087,141 | — | $13,261 | — | — |