# Board Of Trustees American Maritime Officers 401k Plan 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-american-maritime-officers-401k-plan-401k-plan

> Board Of Trustees American Maritime Officers 401k Plan's 401(k) plan: 3,685 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees American Maritime Officers 401k Plan

- **Sponsor EIN:** 112978754

- **Sponsor Address:** 2 WEST DIXIE HIGHWAY, DANIA BEACH, FL, 330044312

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

- **Total Participants:** 3,685

- **Total Assets:** $679.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

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

## Plan Financials by Year

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

| 2024|3,685|$679.9M|$7.6M|$35.0M|

| 2023|3,621|$617.6M|$6.7M|$33.2M|

| 2022|3,682|$516.8M|$6.5M|$33.0M|

## 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|

| AMO MASTER OPERATING TRUST|RELATED ORGANIZATION|$889,222|—|$889,222|

| MATRIX TRUST COMPANY|NONE|$184,283|—|$184,283|

| NEWPORT GROUP, INC|NONE|$155,838|—|$155,838|

| WITHUMSMITH+BROWN, PC|NONE|$88,006|—|$88,006|

| MERRILL LYNCH, PIERCE, FENNER|NONE|$44,000|—|$44,000|

| OKSANA KOCHERGINA|NONE|$11,199|—|$11,199|

| TECH PLUS SYSTEMS, INC.|NONE|$5,671|—|$5,671|

### Verified Provider Profiles

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

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,378,219

- **Estimated Expense Ratio:** 0.203% 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|$1,422,178|$44,000|$155,838|$48,296|—|

| 2023|$1,284,841|$44,000|—|$34,880|—|

| 2022|$1,252,615|$336,090|—|—|$80,580|

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