# Amsi 401(k) Plan
Source: https://planprovider.pro/companies/amsi-401k-plan

> Amsi's 401(k) plan: 17,534 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 17,534

- **Total Assets:** $379.5M

## 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|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|RECORDKEEPER|$647,687|—|$647,687|

| CREATIVE PLANNING LLC|INVESTMENT ADVISOR|$80,000|—|$80,000|

| APRIO LLP|OTHER|$63,000|—|$63,000|

| APRIO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [APRIO LLP](https://planprovider.pro/provider/aprio-llp) — OTHER

- [APRIO, LLP](https://planprovider.pro/provider/aprio-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $790,687

- **Estimated Expense Ratio:** 0.208% 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|$992,413|$80,000|—|—|—|

| 2023|$1,048,827|$80,000|$837,877|$122,750|—|

| 2022|$866,934|$80,000|$773,059|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/amsi-401k-plan)

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