Plan Snapshot
- Plan Sponsor: The Ames Companies, INC.
- Sponsor EIN: 222335400
- Sponsor Address: 13485 VETERANS WAY, ORLANDO, FL, 32827
- Plan Type: DB
- Total Participants: 325
- Total Assets: $131.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 325 | $131.6M | $1.4M | $0 |
| 2023 | 352 | $132.2M | $2.2M | $0 |
| 2022 | 498 | $126.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | NONE | $254,687 | — | $254,687 |
| MORGAN STANLEY | NONE | $166,562 | — | $166,562 |
| BANK OF AMERICA | NONE | $147,321 | — | $147,321 |
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRINCIPAL TRUST COMPANY — NONE
- MORGAN STANLEY — NONE
- RKL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $568,570
- Estimated Expense Ratio: 0.432% 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 | $1,245,663 | $216,771 | $991,664 | — | — |
| 2023 | $1,914,743 | $265,689 | $1,612,659 | — | — |
| 2022 | $2,118,760 | $171,287 | $1,912,101 | — | — |