Plan Ledger DOL Form 5500 · updated monthly

Association Management Resources, Inc.401(k)

ASSOCIATION MANAGEMENT RESOURCES INC. 401(K) RETIREMENT PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Association Management Resources, Inc. reported $53,255 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $3,233 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 3 years on file its reported administrative ratio has held roughly steady near 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Kentucky (493rd of 871), and the 1,037th of 2,534 in administrative & support services. In 2024, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,428,391
Participants with balances126
Active participants87
Employer contributions$281,310
Employee contributions$666,645
Employer contribution per active participant$3,233
Average account balance$74,829
Benefits paid to participants$981,192
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 126 accts · $281K emplr
2023$8.4M · 129 accts · $203K emplr
2022$7.1M · 131 accts · $139K emplr
Administrative expenses, itemized · 2024
Investment management$47,587
Trustee / custodial$3,321
Total administrative$53,255
The Association Management Resources, Inc. 401(k) match · 2024
Employer contribution per active participant$3,233
Median for plans this size$1,313
2024$3,233 per active participant
2023$2,419 per active participant
2022$1,658 per active participant

Association Management Resources, 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 · 20243
PENSION CORPORATION OF AMERICA · Contract administrator · Recordkeeping$2,347
MCF ADVISORS · Consulting · Investment advisory (plan)$47,587

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

Recordkeeper by year2
2024PENSION CORPORATION OF AMERICA
2023PENSION CORPORATION OF AMERICA

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

Administrative cost history3
2024$53,255 · 0.60%
2023$45,727 · 0.59%
2022$42,314 · 0.63%
Same employer
Similar plansAdministrative & Support Services · Kentucky
Swift & Staley Inc. KY$14.4M · 0.40%
United Communications, Inc. KY$10.5M · 0.62%
Eml, LLC KY$9.2M · 0.99%
Congo, LLC KY$7.3M · 1.28%
Management Registry, Inc KY$6.1M · 1.87%
Agc of Kentucky KY$5.8M · 1.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311530557 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.