Advanced Medical Mgmt and Consulting 401(k) match, vesting and fees
What Advanced Medical Mgmt and Consulting's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $1.1M at the end of plan year 2021 to $1.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 144 | $1.7M | $65K | $739 | 1.50% | Not published | Form 5500 ↗ |
| 2023 | 182 | $1.5M | — | — | 1.39% | Not published | Form 5500 ↗ |
| 2022 | 185 | $915K | $165K | $1,701 | 1.04% | Not published | Form 5500 ↗ |
| 2021 | 160 | $1.1M | $134K | $1,325 | 0.47% | Not published | 5500-SF ↗ |
Common questions
Does Advanced Medical Mgmt and Consulting match 401(k) contributions?
The match terms for the Advanced Medical Management and Consultants, Inc 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $65K in employer contributions, about $739 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Advanced Medical Mgmt and Consulting 401(k) match vested?
The vesting schedule for the Advanced Medical Management and Consultants, Inc 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Advanced Medical Mgmt and Consulting 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Advanced Medical Mgmt and Consulting.
I left Advanced Medical Mgmt and Consulting. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Advanced Medical Mgmt and Consulting, (303) 659-9700) or the recordkeeper, The Vanguard Group, Inc.. The Advanced Medical Mgmt and Consulting old 401(k) page lists the contacts from every plan filing. Find an old Advanced Medical Mgmt and Consulting 401(k)
Data from the public Form 5500 annual reports Advanced Medical Mgmt and Consulting filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Advanced Medical Mgmt and Consulting. Not financial advice. Report a correction · Methodology