Plan Ledger DOL Form 5500 · updated monthly

Analytical Mechanics Associates, Inc401(k)

ANALYTICAL MECHANICS ASSOCIATES 401K PLAN · HAMPTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Analytical Mechanics Associates, Inc reported $174,132 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $3,067 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 fell from 0.25% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 314th-largest of 2,266 plans among Virginia employers on file, and the 1,698th of 11,654 in professional & technical services. In 2024, employees put in $2.86 for every $1.00 the employer contributed; active participation has grown from 461 to 687 since 2022.

Plan summary
Net assets, end of year$88,154,533
Participants with balances634
Active participants687
Employer contributions$2,106,842
Employee contributions$6,026,187
Employer contribution per active participant$3,067
Average account balance$139,045
Benefits paid to participants$4,261,404
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$88.2M · 634 accts · $2.1M emplr
2023$72.2M · 609 accts · $1.8M emplr
2022$58.6M · 457 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$84,280
Investment management$89,852
Total administrative$174,132
The Analytical Mechanics Associates, Inc 401(k) match · 2024
Employer contribution per active participant$3,067
Median for plans this size$3,635
2024$3,067 per active participant
2023$2,674 per active participant
2022$3,066 per active participant

Analytical Mechanics Associates, Inc's 2024 employer contribution ran below the $3,635 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 · 20243
ASCENSUS LLC · Loan processing · Recordkeeping$84,280
ONE DIGITAL INVESTMENT ADVISORS. · Investment advisory (plan)$77,252
NEXTCAPITAL GROUP, INC. · Investment advisory (plan)$12,600

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$174,132 · 0.22%
2023$151,638 · 0.23%
2022$160,705 · 0.25%
Same employer
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Hydrogeologic, Inc. VA$92.2M · 0.21%
Ashgrove Holdings, LLC VA$89.8M · 0.18%
Oliff PLC VA$87.9M · 0.16%
Nixon & Vanderhye, P.C. VA$85.2M · 0.20%
Clark Nexsen, Inc. VA$84.2M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 111999848 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.