Plan Ledger DOL Form 5500 · updated monthly

Ami Locals LLC401(k)

AMI LOCALS LLC 401(K) PROFIT SHARING PLAN & TRUST · BRADENTON, FL · plan year 2024

Reported admin expense ratio · 2024
3.24%

Ami Locals LLC reported $8,256 in plan administrative expenses for 2024: 3.24% of average plan assets, higher than ~75% of peers. 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 professional & technical services employers. By assets it is among the smaller plans on file in Florida (3,629th of 3,644), and 11,623rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$27,899
Participants with balances202
Active participants202
Employer contributions—
Employee contributions$276,991
Employer contribution per active participant—
Average account balance$138
Benefits paid to participants$163,136
Plan auditUnmodified (clean) audit opinion
AuditorMIKE AVERSANO CPA, PC
Plan history2
Yearassets · accounts · employer contribution
2025$0
2024$28K · 202 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,388
Investment management$3,868
Total administrative$8,256
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.

Administrative cost history2
2025Not separately reported
2024$8,256 · 3.24%
Same employer
Similar plansProfessional & Technical Services · Florida
Inspiria, LLC FL$258K · 0.99%
Manmar Entertainment LLC FL$93K · 0.86%
Hemp Temps CO$28K · 1.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 823116563 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.