# Association Member Benefits Advisors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/association-member-benefits-advi-401k-plan

> Association Member Benefits Advisors, LLC's 401(k) plan: 497 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Association Member Benefits Advisors, LLC

- **Sponsor EIN:** 742992940

- **Sponsor Address:** 6034 W. COURTYARD DR, AUSTIN, TX, 78730

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

- **Total Participants:** 497

- **Total Assets:** $23.3M

## 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|497|$23.3M|$1.2M|$2.9M|

| 2023|476|$17.5M|$1.0M|$2.5M|

| 2022|509|$12.8M|$754,342|$1.8M|

## 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|

| AMERITAS LIFE INSURANCE CORP|NONE|$25,124|—|$25,124|

| CHARLES SCHWAB BANK|NONE|$5,972|—|$5,972|

| JAYNES REITMEIER BOYD & THERRE|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [AMERITAS LIFE INSURANCE CORP](https://planprovider.pro/provider/ameritas-retirement-plans) — NONE

- [CHARLES SCHWAB BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,096

- **Estimated Expense Ratio:** 0.134% 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|$31,097|—|$25,125|—|—|

| 2023|$35,555|—|$300|—|—|

| 2022|$56,321|—|—|—|—|

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