Plan Snapshot
- Plan Sponsor: Amsi
- Sponsor EIN: 592926481
- Sponsor Address: 505 SOUTH FLAGLER DR SUITE 700, WEST PALM BEACH, FL, 33401
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 13,186
- Total Assets: $442.5M
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. |
|---|---|---|---|---|
| 2025 | 13,186 | $442.5M | $0 | $0 |
| 2024 | 17,534 | $379.5M | $9.8M | $35.6M |
| 2023 | 10,708 | $326.4M | $10.2M | $36.5M |
| 2022 | 11,645 | $257.8M | $12.0M | $37.6M |
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 O | Recordkeeper | $745,272 | — | $745,272 |
| CREATIVE PLANNING LLC | Investment Advisor | $80,000 | — | $80,000 |
| APRIO LLP | Other Service Provider | $57,198 | — | $57,198 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $882,470
- Estimated Expense Ratio: 0.199% 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 |
|---|---|---|---|---|---|
| 2025 | $47,241,229 | $956,050 | — | — | — |
| 2024 | $992,413 | $80,000 | — | — | — |
| 2023 | $1,048,827 | $80,000 | $837,877 | $122,750 | — |
| 2022 | $866,934 | $80,000 | $773,059 | — | — |