# Amundi Us, INC. DC Plan
Source: https://planprovider.pro/companies/amundi-us-inc-plan-001

> Amundi Us, INC.'s DC plan: 346 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$64,243|—|$64,243|

| 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:** $64,243

- **Estimated Expense Ratio:** 0.049% 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|$262,619|—|—|—|—|

| 2023|$340,106|—|—|—|—|

| 2022|$145,453|—|—|—|—|

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