Plan Snapshot
- Plan Sponsor: Amvets National
- Sponsor EIN: 530176836
- Sponsor Address: 4647 FORBES BOULEVARD, LANHAM, MD, 20706
- Plan Type: 401(k)
- Total Participants: 250
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 250 | $4.4M | $272,254 | $265,680 |
| 2023 | 243 | $3.6M | $294,348 | $280,071 |
| 2022 | 278 | $4.2M | $328,564 | $315,548 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
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 | $31,066 | $19,434 | $9,067 | — | — |
| 2023 | $35,898 | $15,402 | $20,496 | — | — |
| 2022 | $39,409 | $16,527 | $22,882 | — | — |