# Association Master Trust 401(k) Plan
Source: https://planprovider.pro/companies/association-master-trust-226315089-501

> Association Master Trust's 401(k) plan: 8,528 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Association Master Trust

- **Sponsor EIN:** 226315089

- **Sponsor Address:** 636 MORRIS TURNPIKE,, SHORT HILLS, NJ, 07078

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

- **Plan Number:** 501

- **Total Participants:** 8,528

- **Total Assets:** $48.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|8,528|$48.7M|$122.4M|$0|

| 2023|10,657|$45.8M|$131.3M|$0|

| 2022|12,087|$31.5M|$139.8M|$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|

| MERCER HEALTH & BENEFITS|Actuary|$389,005|—|$389,005|

| PRINCETON PARTNERS|Recordkeeper|$233,450|—|$233,450|

| EBIX|Other Service Provider|$220,138|—|$220,138|

| WORLD INSURANCE|Insurance Carrier|$207,977|—|$207,977|

| SHORT HILLS PLAZA, LLC|Other Service Provider|$183,049|—|$183,049|

| CORPORATE TECHNOLOGIES|Other Service Provider|$103,133|—|$103,133|

| WITHUM|Other Service Provider|$82,554|—|$82,554|

| 1111|Other Service Provider|$70,897|—|$70,897|

| GENOVA BURNS|ERISA Attorney|$60,000|—|$60,000|

| PITNEY BOWES|Other Service Provider|$50,000|—|$50,000|

| MICHAEL COSLIT, ESQUIRE|ERISA Attorney|$36,000|—|$36,000|

| GREENBAUM, ROWE, SMITH, DAVIS|ERISA Attorney|$22,236|—|$22,236|

| DE LAGE LANDEN|Other Service Provider|$15,740|—|$15,740|

| NEXTIVA|Other Service Provider|$12,106|—|$12,106|

| THE HARTFORD|Insurance Carrier|$9,728|—|$9,728|

| SUMMIT HOSTING|Other Service Provider|$8,959|—|$8,959|

| TOWNSQUARE MEDIA|Other Service Provider|$8,563|—|$8,563|

| VERIZON|Other Service Provider|$8,366|—|$8,366|

| PUBLIC STORAGE|Other Service Provider|$6,244|—|$6,244|

| VERIZON WIRELESS|Other Service Provider|$5,960|—|$5,960|

| US BANK EQUIPMENT|Other Service Provider|$5,756|—|$5,756|

### Verified Provider Profiles

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

- [THE HARTFORD](https://planprovider.pro/provider/the-hartford) — Insurance Carrier

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,739,861

- **Estimated Expense Ratio:** 3.570% 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|$6,517,652|—|—|$85,079|—|

| 2023|$6,411,326|—|—|$150,435|—|

| 2022|$4,819,617|—|—|—|$490,139|

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