Plan Snapshot
- Plan Sponsor: Amundi Us, INC.
- Sponsor EIN: 135657669
- Sponsor Address: 60 STATE STREET, BOSTON, MA, 021091820
- Plan Type: DC
- Total Participants: 346
- Total Assets: $129.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 346 | $129.9M | $7.7M | $0 |
| 2023 | 379 | $124.9M | $7.9M | $0 |
| 2022 | 382 | $109.2M | $7.1M | $0 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P .C. | Auditor | — | — | $0 |
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 | $262,619 | — | — | — | — |
| 2023 | $340,106 | — | — | — | — |
| 2022 | $145,453 | — | — | — | — |