# Avma Life Trust, LLC 401(k) Plan
Source: https://planprovider.pro/companies/avma-life-trust-llc-401k-plan

> Avma Life Trust, LLC's 401(k) plan: 3,439 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Avma Life Trust, LLC

- **Sponsor EIN:** 842685033

- **Sponsor Address:** 1931 N. MEACHAM RD. STE 103, SCHAUMBURG, IL, 60173

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

- **Total Participants:** 3,439

- **Total Assets:** $74.7M

## 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|3,439|$74.7M|$5.5M|$11.5M|

| 2023|3,366|$52.6M|$5.4M|$11.0M|

| 2022|2,934|$32.1M|$3.7M|$7.7M|

## 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|

| TRANSAMERICA FINANCIAL LIFE INS|RECORD KEEPER|$335,911|—|$335,911|

| ADMIN. GROUP, LLC DBA TAG RESOURCES|RECORD KEEPER|$200,170|—|$200,170|

| TEMPLETON & COMPANY|AUDIT|$34,500|—|$34,500|

| ENVESTNET RETIREMENT SOLUTIONS LLC|INVESTMENT ADVISORY-PLAN|$24,958|—|$24,958|

| IPI WEALTH MANAGEMENT INC|INVESTMENT ADVISORY-PLAN|$5,919|—|$5,919|

| PROPARTNERS WEALTH LLC|INVESTMENT ADVISORY-PLAN|$5,652|—|$5,652|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE INS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [ADMIN. GROUP, LLC DBA TAG RESOURCES](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [TEMPLETON & COMPANY](https://planprovider.pro/provider/templeton-and-company-llp) — AUDIT

- [IPI WEALTH MANAGEMENT INC](https://planprovider.pro/provider/ipi-wealth-management-inc) — INVESTMENT ADVISORY-PLAN

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $607,110

- **Estimated Expense Ratio:** 0.813% 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|$608,869|$36,720|—|$34,500|—|

| 2023|$511,737|$23,462|$480,275|$8,000|—|

| 2022|$314,794|—|$314,794|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/avma-life-trust-llc-401k-plan)

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