Plan Snapshot
- Plan Sponsor: Amsive, LLC
- Sponsor EIN: 843339624
- Sponsor Address: 605 TERRITORIAL DRIVE,, BOLINGBROOK, IL, 60440
- Plan Type: 401(k)
- Total Participants: 634
- Total Assets: $65.8M
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 | 634 | $65.8M | $1.5M | $4.9M |
| 2023 | 700 | $56.8M | $1.6M | $4.6M |
| 2022 | 749 | $45.7M | $1.4M | $4.5M |
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 |
|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | Recordkeeper | $63,336 | — | $63,336 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $7,963 | — | $7,963 |
| BRADSHAW, GORDON & CLINKSCALES, LLC | Other Service Provider | $7,603 | — | $7,603 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,902
- Estimated Expense Ratio: 0.120% 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 | $78,902 | $7,963 | $4,240 | — | — |
| 2023 | $70,123 | $8,373 | $4,245 | — | — |
| 2022 | $91,174 | $1,759 | — | — | — |