Plan Snapshot
- Plan Sponsor: American Neighborhood Mortgage Acceptance Co., LLC
- Sponsor EIN: 272389039
- Sponsor Address: 700 EAST GATE DRIVE, MOUNT LAUREL, NJ, 08054
- Plan Type: 401(k)
- Total Participants: 777
- Total Assets: $35.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 777 | $35.7M | $0 | $3.8M |
| 2023 | 697 | $32.7M | $0 | $3.9M |
| 2022 | 766 | $29.6M | $1.3M | $5.7M |
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 |
|---|---|---|---|---|
| WITHUMSMITH&BROWN, PC | Auditor | $22,360 | — | $22,360 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH&BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,360
- Estimated Expense Ratio: 0.063% 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 | $146,654 | $47,160 | $77,134 | $22,360 | — |
| 2023 | $156,506 | $39,888 | $27,339 | $5,200 | — |
| 2022 | $204,493 | — | — | — | — |