Plan Ledger DOL Form 5500 · updated monthly

Amount, Inc.401(k)

AMOUNT 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Amount, Inc. reported $50,167 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $5,490 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.

Across the 2 years on file its reported administrative ratio rose from 0.15% to 0.18%. 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 1,369th-largest of 3,702 plans among Illinois employers on file, and the 4,344th of 11,654 in professional & technical services. In 2024, employees put in $2.13 for every $1.00 the employer contributed; active participation has shrunk from 212 to 139 since 2022.

Plan summary
Net assets, end of year$28,374,695
Participants with balances355
Active participants139
Employer contributions$763,083
Employee contributions$1,622,164
Employer contribution per active participant$5,490
Average account balance$79,929
Benefits paid to participants$6,277,670
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.4M · 355 accts · $763K emplr
2023$27.7M · 459 accts · $1.2M emplr
2022$24.6M · 372 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Investment management$50,167
Total administrative$50,167
The Amount, Inc. 401(k) match · 2024
Employer contribution per active participant$5,490
Median for plans this size$2,416
2024$5,490 per active participant
2023$8,265 per active participant
2022$5,884 per active participant

Amount, Inc.'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 · 20241
FOREST CAPITAL MANAGEMENT. · Investment advisory (plan)$50,167

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

Administrative cost history3
2024$50,167 · 0.18%
2023$65,305 · 0.25%
2022$30,691 · 0.15%
Same employer
Similar plansProfessional & Technical Services · Illinois
Valdes Engineering Company IL$29.3M · 0.27%
Vista Consulting Group, LLC IL$29.2M · 0.00%
Mueller & Co., LLP IL$28.5M · 0.07%
Enfusion LTD. LLC IL$28.2M · 0.54%
Burwood Group, Inc. IL$28.0M · 0.29%
Gti International, Inc. IL$27.9M · 0.56%
Karmak, Inc. IL$27.8M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833090819 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.