Retirement plan

ADVANTAGE MEDIA MANAGEMENT INC. 401K PLAN

Name: ADVANTAGE MEDIA MANAGEMENT INC. - ADVANTAGE MEDIA MANAGEMENT INC. 401K PLAN (2024) Form 5500
Creator: ADVANTAGE MEDIA MANAGEMENT INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANTAGE MEDIA MANAGEMENT INC. 401K PLAN, ADVANTAGE MEDIA MANAGEMENT INC.

ADVANTAGE MEDIA MANAGEMENT INC.dba AMI+PARTNERSEIN 04-3632851Plan #001PY 2024

PO BOX 45 - CAPTIVA, FL 33924303-807-0389advrm.comLinkedIn1-10 employeesreal estate

Prospect flagsHigh feesHigh assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$1.7M

-13.0% from 2023

Total participants

0.0% from 2023

Average account balance

$286,339

+1.5% from 2023

Annual return

11.65%

-4.83 pp from 2023

Benchmarks

See 144,092 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort144,092 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.72M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$286K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$126K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.65%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$101982

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2A2G2K

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$612K

$101982 / participant

Other / not subdivided$612K100.0%

% of EOY assets

35.616%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$286,339

$159,934+79.0%

$147,005+94.8%

$145,959+96.2%

Participation rate

83.3%

84.0%-0.7pp

82.2%+1.2pp

80.3%+3.0pp

Annual return

11.65%

98.24%-86.6pp

418.76%-407.1pp

561.95%-550.3pp

Employer contribution / active EE

$5,287-100.0%

$4,934-100.0%

$4,661-100.0%

Participant deferral / active EE

$20,917

$8,427+148.2%

$8,070+159.2%

$6,689+212.7%

Admin fee / account holder

$101,982

$15,053+577.5%

$13,006+684.1%

$13,398+661.2%

ADVANTAGE MEDIA MANAGEMENT INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANTAGE MEDIA MANAGEMENT INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion