Plan Ledger DOL Form 5500 · updated monthly

Ambulatory Management Solutions,401(k)

AMBULATORY MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN · ROSEMONT, IL · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Ambulatory Management Solutions, reported $79,864 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $4,995 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,654th-largest of 3,702 plans among Illinois employers on file, and the 5,387th of 11,654 in professional & technical services. In 2024, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,926,786
Participants with balances255
Active participants205
Employer contributions$1,024,022
Employee contributions$1,851,847
Employer contribution per active participant$4,995
Average account balance$82,066
Benefits paid to participants$769,681
Plan auditUnmodified (clean) audit opinion
AuditorMILLER COOPER & CO. LTD
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,511
Investment management$42,353
Total administrative$79,864
The Ambulatory Management Solutions, 401(k) match · 2024
Employer contribution per active participant$4,995
Median for plans this size$2,416

Ambulatory Management Solutions,'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FORUM FINANCIAL MANAGEMENT, LP · Recordkeeping · Trustee$42,352
ADP, INC. · Loan processing · Recordkeeping$37,511

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$79,864 · 0.43%
Same employer
Similar plansProfessional & Technical Services · Illinois
INSPIRE11 LLC IL$21.6M · 0.09%
R.M. Chin & Associates, Inc IL$21.3M · 0.05%
Accertify, Inc. IL$21.2M · 0.09%
Edgar a. Weber & Company IL$21.1M · 1.16%
Serrala US Corporation IL$20.9M · 0.25%
The Roderick Group, Inc. IL$20.8M · 0.80%
Mowery & Schoenfeld, LLC IL$20.5M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 451157458 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.