Plan Ledger DOL Form 5500 · updated monthly

Advanced Management Strategies Group, Inc.401(k)

ADVANCED MANAGEMENT STRATEGIES GROUP RETIREMENT SAVINGS PLAN · DUMFRIES, VA · plan year 2022

Reported admin expense ratio · 2022
0.51%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Advanced Management Strategies Group, Inc. reported $19,108 in plan administrative expenses for 2022: 0.51% of average plan assets, above the peer median. Employer contributions averaged $25,951 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (1,957th of 2,266), and 10,346th of 11,654 in professional & technical services. In 2022, employees put in $3.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,529,148
Participants with balances114
Active participants5
Employer contributions$129,755
Employee contributions$490,487
Employer contribution per active participant$25,951
Average account balance$30,957
Benefits paid to participants$587,237
Plan auditUnmodified (clean) audit opinion
AuditorSOMERSET CPAS, P.C.
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$3.5M · 114 accts · $130K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$15,147
Investment management$3,961
Total administrative$19,108
The Advanced Management Strategies Group, Inc. 401(k) match · 2022
Employer contribution per active participant$25,951
Median for plans this size$1,114

Advanced Management Strategies Group, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$19,108 · 0.51%
Similar plansProfessional & Technical Services · Virginia
Technology Ventures VA$3.7M · 0.01%
Capital Area Title L L C VA$3.5M · 0.78%
Infinity Technology, LLC VA$3.5M · 0.42%
Nolij Consulting, LLC VA$3.5M · 0.04%
Rmgs, Inc. VA$3.4M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262821701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.