# The Ames Companies, INC. DB Plan
Source: https://planprovider.pro/companies/the-ames-companies-inc-plan-410

> The Ames Companies, INC.'s DB plan: 325 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/principal-financial-group-inc) — NONE

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [RKL LLP](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Sonny'S Enterprises, LLC](https://planprovider.pro/companies/sonny-s-enterprises-llc-401k-plan) — 1,650 participants

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