Plan Snapshot
- Plan Sponsor: Cqm Of Amenia LLC
- Sponsor EIN: 223790796
- Sponsor Address: 444 S. FULTON AVENUE, MT. VERNON, AL, 10553
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $13.6M
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 | 63 | $13.6M | $84,057 | $505,100 |
| 2023 | 114 | $11.3M | $78,550 | $488,655 |
| 2022 | 132 | $10.3M | $80,812 | $482,287 |
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 |
|---|---|---|---|---|
| MAZARS USA LLP | Auditor | — | — | $0 |
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 | $274,358 | — | $3,519 | — | — |
| 2023 | $1,810,608 | — | $5,963 | — | — |
| 2022 | $4,449 | $3,874 | — | — | — |