Plan Ledger DOL Form 5500 · updated monthly

Association Management Center, Inc.401(k)

ASSOCIATION MANAGEMENT CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Association Management Center, Inc. reported $99,748 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $729 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 0.65% to 0.46%. 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 1,619th-largest of 3,702 plans among Illinois employers on file, and the 5,210th of 11,654 in professional & technical services. In 2024, employees put in $10.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,955,361
Participants with balances224
Active participants148
Employer contributions$107,877
Employee contributions$1,123,516
Employer contribution per active participant$729
Average account balance$98,015
Benefits paid to participants$2,924,851
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.0M · 224 accts · $108K emplr
2023$21.3M · 224 accts · $73K emplr
2022$20.7M · 254 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,708
Investment management$62,760
Audit (IQPA)$14,280
Total administrative$99,748
The Association Management Center, Inc. 401(k) match · 2024
Employer contribution per active participant$729
Median for plans this size$2,416
2024$729 per active participant
2023$509 per active participant

Association Management Center, Inc.'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 · 20243
FOSTER GROUP INC · Investment advisory (plan)$62,760
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$22,708
CLIFTONLARSONALLEN · Accounting / audit$14,280

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$99,748 · 0.46%
2023$86,959 · 0.41%
2022$160,318 · 0.65%
Same employer
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G Treasury Ss, LLC IL$22.2M · 0.28%
Cardinal Law Group, LTD IL$22.1M · 0.04%
Rms Lifeline Inc IL$21.8M · 0.30%
Elgron, Inc. IL$21.7M · 0.18%
INSPIRE11 LLC IL$21.6M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362610120 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.