Plan Snapshot
- Plan Sponsor: Ams Mechanical Holdings, INC.
- Sponsor EIN: 814368506
- Sponsor Address: 9341 ADAM DON PARKWAY, WOODRIDGE, IL, 605178140
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $29.5M
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 | 175 | $29.5M | $483,586 | $1.3M |
| 2023 | 164 | $25.0M | $406,779 | $1.1M |
| 2022 | 160 | $21.4M | $373,089 | $943,717 |
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 |
|---|---|---|---|---|
| PORTE BROWN LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PORTE BROWN LLC — Auditor
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 | $87,380 | — | $87,380 | — | — |
| 2023 | $75,980 | — | $75,980 | — | — |
| 2022 | $85,169 | — | $85,169 | — | — |