Plan Ledger DOL Form 5500 · updated monthly

Apartment Management Consultants, LLC401(k)

AMC, LLC 401(K) PLAN · COTTONWOOD HEIGHTS, UT · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Apartment Management Consultants, LLC reported $144,809 in plan administrative expenses for 2024: 0.69% of average plan assets, higher than ~90% of peers. Employer contributions averaged $76 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 0.75% to 0.69%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 267th-largest of 848 plans among Utah employers on file, and the 568th of 2,096 in real estate & leasing. In 2024, employees put in $12.40 for every $1.00 the employer contributed; active participation has grown from 3,097 to 3,634 since 2022.

Plan summary
Net assets, end of year$23,447,729
Participants with balances987
Active participants3,634
Employer contributions$276,267
Employee contributions$3,427,020
Employer contribution per active participant$76
Average account balance$23,757
Benefits paid to participants$2,219,147
Plan auditUnmodified (clean) audit opinion
AuditorTRAVELLER & CO
Plan history3
Yearassets · accounts · employer contribution
2024$23.4M · 987 accts · $276K emplr
2023$18.7M · 890 accts · $257K emplr
2022$14.2M · 863 accts · $236K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$108,091
Investment management$36,718
Total administrative$144,809
The Apartment Management Consultants, LLC 401(k) match · 2024
Employer contribution per active participant$76
Median for plans this size$2,416
2024$76 per active participant
2023$74 per active participant
2022$76 per active participant

Apartment Management Consultants, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$36,718

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$144,809 · 0.69%
2023$120,295 · 0.73%
2022$109,002 · 0.75%
Same employer
Similar plansReal Estate & Leasing · Utah
Extra Space Management, Inc. UT$211.1M · 0.23%
Snap Finance, LLC UT$32.0M · 0.36%
First Colony Mortgage Corp. UT$23.3M · 0.65%
Insidere, LLC UT$21.2M · 0.55%
The Boyer Company., L.C. UT$20.6M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870659805 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.