# Analytical Services & Materials, INC. 401(k) Plan
Source: https://planprovider.pro/companies/analytical-services-materials-inc-401k-plan

> Analytical Services & Materials, INC.'s 401(k) plan: 77 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Analytical Services & Materials, INC.

- **Sponsor EIN:** 541244719

- **Sponsor Address:** 107 RESEARCH DR, HAMPTON, VA, 236661340

- **Plan Type:** 401(k)

- **Total Participants:** 77

- **Total Assets:** $26.0M

## 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|77|$26.0M|$203,153|$725,194|

| 2023|76|$25.3M|$207,865|$704,370|

| 2022|91|$22.0M|$205,032|$707,085|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$92,657|—|$92,657|

| RAYMOND JAMES & ASSOCIATES, INC.|INVESTMENT ADVISORY|—|$39,937|$39,937|

| CLIENTS 1ST CPA, PC|ACCOUNTANT|$17,000|—|$17,000|

### Verified Provider Profiles

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

- [RAYMOND JAMES & ASSOCIATES, INC.](https://planprovider.pro/provider/john-hancock) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $149,594

- **Estimated Expense Ratio:** 0.575% 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|$109,656|—|$92,657|$16,999|—|

| 2023|$115,816|—|$84,943|$30,873|—|

| 2022|$89,563|—|$83,439|—|$6,124|

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