Plan Ledger DOL Form 5500 · updated monthly

Ams Group Inc401(k)

AMS GROUP 401(K) PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Ams Group Inc reported $11,437 in plan administrative expenses for 2024: 0.52% of average plan assets, below the peer median. Employer contributions averaged $3,195 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 1 year on file its reported administrative ratio rose from 0.22% to 0.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Virginia (1,993rd of 2,266), and 12,227th of 13,661 in manufacturing. In 2024, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,097,676
Participants with balances113
Active participants103
Employer contributions$329,071
Employee contributions$781,012
Employer contribution per active participant$3,195
Average account balance$27,413
Benefits paid to participants$211,157
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history2
Yearassets · accounts · employer contribution
2024$3.1M · 113 accts · $329K emplr
2023$1.3M · 101 accts · $264K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,355
Investment management$9,082
Total administrative$11,437
The Ams Group Inc 401(k) match · 2024
Employer contribution per active participant$3,195
Median for plans this size$1,313
2024$3,195 per active participant
2023$2,867 per active participant

Ams Group Inc's 2024 employer contribution ran above the $1,313 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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$2,355
NFP RETIREMENT · Investment advisory (plan)$9,082

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$11,437 · 0.52%
2023$2,925 · 0.22%
Similar plansManufacturing · Virginia
Laplaya, Inc. of Virginia VA$3.9M · 0.05%
Sunfresh LLC VA$3.7M · 0.97%
Swedish Match Cigars Inc. VA$3.7M · 0.17%
McAirlaids, Inc. VA$2.9M · 0.65%
Ten Oaks, LLC VA$2.8M · 0.77%
Zamma Corporation VA$2.1M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452981735 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.