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Original filing (PDF)20251014142047NAL0001533891001
ASSOCIATION MANAGEMENT CENTER, INC.
Form 5500
FILING_RECEIVED
ASSOCIATION MANAGEMENT CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
148
Accounts w/ balance
224
Plan assets (EOY)
$22.0M
Net assets (EOY)
$22.0M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 57% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSOCIATION MANAGEMENT CENTER, INC..
Plan sponsor
Name
ASSOCIATION MANAGEMENT CENTER, INC.
EIN
36-2610120
Address
1061 AMERICAN LANE · SUITE 310 · SCHAUMBURG, IL · 60173
Phone
(847) 375-4808
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOSTER GROUP INC | 42-1361385 | — | ADVISOR | $63K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN | 41-0746749 | — | ACCOUNTANT/AUDITOR | $14K | — |
Investments
26 direct securities· $21.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $3.4M | 15.3% | |
| Dimensional Fund Advisors DFA US Large Cap Value III | — | — | — | $3.1M | 14.3% | |
| Dimensional Fund Advisors DFA US High Relative Profitability Instl | — | — | — | $1.7M | 7.8% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $1.4M | 6.3% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $1.3M | 6.1% | |
| Baird Core Plus Bond Fund Class Instl | — | — | — | $1.3M | 5.8% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity I | — | — | — | $1.2M | 5.6% | |
| Dimensional Fund Advisors DFA International Value III | — | — | — | $1.2M | 5.5% | |
| Dimensional Fund Advisors DFA US Micro Cap I | — | — | — | $1.2M | 5.2% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $1.0M | 4.7% | |
| Fidelity International Bond Index | — | — | — | $920K | 4.2% | |
| Vanguard Interim-Term Inv-Grade Fund Admiral | — | — | — | $836K | 3.8% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities Port | — | — | — | $781K | 3.6% | |
| Dimensional Fund Advisors DFA International High Relative Profitability Instl | — | — | — | $572K | 2.6% | |
| Dimensional Fund Advisors DFA International Small Cap Value I | — | — | — | $544K | 2.5% | |
| Dimensional Fund Advisors DFA International Small Company I | — | — | — | $530K | 2.4% | |
| BlackRock LifePath Index 2040 K 837 BlackRock LifePath Index 2050 K 90 BlackRock LifePath Index 2035 K | — | — | — | $342K | 1.6% | |
| Vanguard Short-Term Bond Index Admiral | — | — | — | $256K | 1.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $138K | 0.6% | |
| Vanguard Fed Money Market Investor Shares | — | — | — | $95K | 0.4% | |
| BlackRock LifePath Index 2030 K | — | — | — | $50K | 0.2% | |
| BlackRock LifePath Index 2060 K | — | — | — | $27K | 0.1% | |
| BlackRock LifePath Index 2045 K | — | — | — | $3K | <0.1% | |
| Fidelity Large Cap Growth Index | — | — | — | $2K | <0.1% | |
| BlackRock LifePath Index 2055 K | — | — | — | $2K | <0.1% | |
| Fidelity Mid Cap Index | — | — | — | $1K | <0.1% |