Plan Snapshot
- Plan Sponsor: Apartment Management Consultants, LLC
- Sponsor EIN: 870659805
- Sponsor Address: 1954 FORT UNION BLVD 500, COTTONWOOD HEIGHTS, UT, 84121
- Plan Type: 401(k)
- Total Participants: 3,634
- Total Assets: $23.4M
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 | 3,634 | $23.4M | $276,267 | $3.4M |
| 2023 | 3,459 | $18.7M | $256,553 | $3.2M |
| 2022 | 3,097 | $14.2M | $235,604 | $2.8M |
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 |
|---|---|---|---|---|
| TRAVELLER & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRAVELLER & CO — 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 | $144,809 | $36,718 | — | — | — |
| 2023 | $120,295 | $30,725 | — | — | — |
| 2022 | $109,002 | $26,676 | $82,326 | — | — |