Plan Snapshot
- Plan Sponsor: Amrest, LLC
- Sponsor EIN: 262893562
- Sponsor Address: 3560 LENOX RD NE STE 1600, ATLANTA, GA, 303264274
- Plan Type: 401(k)
- Total Participants: 27
- Total Assets: $1.1M
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 | 27 | $1.1M | $0 | $0 |
| 2023 | 27 | $1.3M | $0 | $0 |
| 2022 | 138 | $1.2M | $0 | $0 |
| 2021 | 141 | $1.4M | $0 | $0 |
| 2020 | 143 | $1.4M | $0 | $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 |
|---|---|---|---|---|
| SEE ATTACHED | 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 | $12,269 | — | $11,409 | — | — |
| 2023 | $11,126 | — | $10,266 | — | — |
| 2022 | $10,401 | — | $10,401 | — | — |
| 2021 | $18,943 | $6,457 | $12,486 | — | — |
| 2020 | $9,754 | $6,482 | $3,272 | — | — |