Plan Snapshot
- Plan Sponsor: Amring Worldwide, INC.
- Sponsor EIN: 874391770
- Sponsor Address: ONE CARDING LANE, JOHNSTON, RI, 029194621
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 69
- Total Assets: $5.4M
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. |
|---|---|---|---|---|
| 2023 | 69 | $5.4M | $0 | $185,381 |
| 2022 | 74 | $5.1M | $0 | $197,943 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | Other Service Provider | $15,445 | — | $15,445 |
| PENSIONMARK SECURITIES LLC | Other Service Provider | $8,513 | — | $8,513 |
| CAMBRIDGE INVESTMENT RESEARCH, INC | Other Service Provider | $7,348 | — | $7,348 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,306
- Estimated Expense Ratio: 0.575% 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 |
|---|---|---|---|---|---|
| 2023 | $31,306 | $15,861 | — | — | — |
| 2022 | $37,640 | — | $16,434 | — | $21,206 |