Association Management Center, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Association Management Center, Inc. · EIN 362610120 · Plan #001
- Total assets
- $22.0M
- Net assets
- $22.0M
- Active participants
- 148
- With balances
- 224
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Foster Group, Inc. CRD 107148 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Foster Group Inc | Investment advisory (plan) | $62,760 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $22,708 |
| Cliftonlarsonallen | Accounting | $14,280 |