Plan Ledger DOL Form 5500 · updated monthly

Ambulance Management Services LTD401(k)

RGFERRELL COMPANIES 401(K) PLAN · TERRE HAUTE, IN · plan year 2024

Reported admin expense ratio · 2024
3.11%

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

Ambulance Management Services LTD reported $17,459 in plan administrative expenses for 2024: 3.11% of average plan assets, higher than ~75% of peers. Employer contributions averaged $712 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (1,511th of 1,562), and 11,170th of 11,911 in health care & social assistance. In 2024, employees put in $2.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$690,551
Participants with balances186
Active participants203
Employer contributions$144,458
Employee contributions$372,156
Employer contribution per active participant$712
Average account balance$3,713
Benefits paid to participants$297,619
Plan auditUnmodified (clean) audit opinion
AuditorDULIN, WARD & DEWALD, INC.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,226
Investment management$2,233
Total administrative$17,459
The Ambulance Management Services LTD 401(k) match · 2024
Employer contribution per active participant$712
Median for plans this size$540

Ambulance Management Services LTD's 2024 employer contribution ran above the $540 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
BENEFIT PLANS ADMINISTRATIVE SVCS · Recordkeeping · Custodial$15,226
REEDMARK ADVISORS, LLC · Investment advisory (participants) · Investment advisory (plan)$2,233

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$17,459 · 3.11%
Similar plansHealth Care & Social Assistance · Indiana
1ST Seniors, LLC IN$826K · 1.42%
Elders Journey IN$699K · 0.54%
Sunset Harbor Inc. IN$647K · 0.97%
Assured Nursing, Inc. IN$646K · 0.96%
Community Ltc Inc. IN$606K · 0.37%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 274099979 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.