Plan Ledger DOL Form 5500 · updated monthly

The Associated Management Company401(k)

THE ASSOCIATED MANAGEMENT COMPANYS EMPLOYEE SAVINGS & RETIREMENT PLAN · LIVONIA, MI · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

The Associated Management Company reported $3,838 in plan administrative expenses for 2022: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $463 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Michigan (2,268th of 2,619), and 10,593rd of 11,654 in professional & technical services. In 2022, employees put in $4.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,848,762
Participants with balances83
Active participants92
Employer contributions$42,608
Employee contributions$205,330
Employer contribution per active participant$463
Average account balance$34,322
Benefits paid to participants$77,743
Plan auditDisclaimer of opinion
AuditorGOODLANDER, SWETT AND RYBICKI
Administrative expenses, itemized · 2022
Professional / advisory$3,838
Total administrative$3,838
The The Associated Management Company 401(k) match · 2022
Employer contribution per active participant$463
Median for plans this size$1,114

The Associated Management Company's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,838 · 0.13%
Same employer
Similar plansProfessional & Technical Services · Michigan
Lakeshore Legal Aid MI$3.2M · 0.16%
Weber & Olcese, P.L.C. MI$3.1M · 0.14%
Akka USA LLC MI$3.1M · 0.17%
Taplin Holdings, LLC MI$2.8M · 0.61%
Salespad, LLC MI$2.8M · 0.26%
Dp& MI$2.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010774376 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.