Plan Ledger DOL Form 5500 · updated monthly

Ams Impact Group, LLC401(k)

AMS 401(K) PLAN · TEMPE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

Ams Impact Group, LLC reported $70,714 in plan administrative expenses for 2024: 0.73% of average plan assets, above the peer median. Employer contributions averaged $1,409 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 0.46% to 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is the 558th-largest of 1,285 plans among Arizona employers on file, and 2,039th of 3,091 in educational services. In 2024, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,876,367
Participants with balances772
Active participants848
Employer contributions$1,194,744
Employee contributions$2,002,456
Employer contribution per active participant$1,409
Average account balance$14,089
Benefits paid to participants$2,167,440
Plan auditUnmodified (clean) audit opinion
AuditorREGIER CARR & MONROE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.9M · 772 accts · $1.2M emplr
2023$8.6M · 847 accts · $1.3M emplr
2022$5.8M · 316 accts · $555K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,579
Investment management$27,135
Total administrative$70,714
The Ams Impact Group, LLC 401(k) match · 2024
Employer contribution per active participant$1,409
Median for plans this size$1,313
2024$1,409 per active participant
2023$1,815 per active participant
2022$703 per active participant

Ams Impact Group, LLC's 2024 employer contribution ran above the $1,313 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
ADP, INC. · Loan processing · Recordkeeping$43,579
WELLS FARGO ADVISORS FINANCIAL NETW · Recordkeeping · Trustee$27,135

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

Recordkeeper by year2
2024ADP, Wells Fargo
2023ADP, Wells Fargo

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

Administrative cost history3
2024$70,714 · 0.73%
2023$40,812 · 0.57%
2022$27,705 · 0.46%
Similar plansEducational Services · Arizona
Vertex Education, LLC AZ$12.9M · 0.34%
The Gregory School AZ$11.1M · 0.23%
Tws Acquisition Corporation AZ$11.0M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 825192311 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.