# Association Of Equipment Manufacturers 401(k) Plan
Source: https://planprovider.pro/companies/association-of-equipment-manufacturers-401k-plan

> Association Of Equipment Manufacturers's 401(k) plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Association Of Equipment Manufacturers

- **Sponsor EIN:** 311796607

- **Sponsor Address:** 6737 W WASHINGTON ST STE 2400, MILWAUKEE, WI, 53214

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

- **Total Participants:** 113

- **Total Assets:** $18.2M

## 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|113|$18.2M|$603,565|$1.1M|

| 2023|93|$12.1M|$557,541|$1.1M|

| 2022|95|$11.0M|$503,697|$1.0M|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — 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|-$10,391|—|—|—|—|

| 2023|-$9,414|—|—|—|—|

| 2022|-$10,760|—|—|—|—|

## Similar Plans

- [Local 2138 U.S.W.A.](https://planprovider.pro/companies/local-2138-u-s-w-a-plan) — 119 participants

- [Aspiro, INC.](https://planprovider.pro/companies/aspiro-inc-plan) — 103 participants

- [International Foundation Of Employee Benefit Plans, INC.](https://planprovider.pro/companies/international-foundation-of-employee-benefit-plans-inc-plan-003) — 126 participants

- [American Society For Quality INC.](https://planprovider.pro/companies/american-society-for-quality-inc-403b-plan) — 132 participants

- [Kenosha Achievement Center, INC.](https://planprovider.pro/companies/kenosha-achievement-center-inc-401k-plan) — 92 participants

- [Workforce Resource, INC.](https://planprovider.pro/companies/workforce-resource-inc-403b-plan) — 87 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/association-of-equipment-manufacturers-401k-plan)

© 2026 PlanProvider.Pro