Association Member Benefits Advisors 401(k) match, vesting and fees
What Association Member Benefits Advisors' 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 | Ameritas Life Insurance Corp | Schedule C ↗ |
| Independent auditor | Jaynes Reitmeier Boyd & Therre (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Association Member Benefits Advisors: employer contribution per participant | $2,104 | |
| Peer median | $2,935 |
| Association Member Benefits Advisors: average balance | $40,465 | |
| Peer median | $92,770 |
| Association Member Benefits Advisors: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.15% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $8.3M at the end of plan year 2021 to $23.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 595 | $23.3M | $1.2M | $2,104 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 554 | $17.5M | $1M | $1,937 | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 595 | $12.8M | $754K | $1,316 | 0.53% | Not published | Form 5500 ↗ |
| 2021 | 206 | $8.3M | $418K | $2,112 | 0.53% | Not published | Form 5500 ↗ |
Common questions
Does Association Member Benefits Advisors match 401(k) contributions?
The match terms for the Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $2,104 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Association Member Benefits Advisors 401(k) match vested?
The vesting schedule for the Association Member Benefits Advisors, LLC 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Association Member Benefits Advisors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ameritas Life Insurance Corp. The plan administrator is Association Member Benefits Advisors, LLC.
I left Association Member Benefits Advisors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Association Member Benefits Advisors, LLC, (512) 610-6330) or the recordkeeper, Ameritas Life Insurance Corp. The Association Member Benefits Advisors old 401(k) page lists the contacts from every plan filing. Find an old Association Member Benefits Advisors 401(k)
Data from the public Form 5500 annual reports Association Member Benefits Advisors 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 Association Member Benefits Advisors. Not financial advice. Report a correction · Methodology