e date of January 1, 1971.
AMES ASSET MANAGEMENT, LLC
2 retirement plans combined · For the plan year ended Dec 31, 2025
Plan summary
The numbers that matter first
The latest public filings show $20,239 in employer contributions across this company’s retirement plans.
Extracted from an official plan filing; editorial verification is pending.
or account balances, as defined.
ES TO FINANCIAL STATEMENTS December 31, 2025 and 2024 NOTE 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) Payment of benefits Benefits are recorded when paid.
of their compensation unless the participant opts out of automatic enrollment or until the participant changes their elections.
hout a waiting period, (b) has automatic enrollment for new employees and existing employees turning age 21, and (c) limits participant notes receivable to two notes per employee.
existing employees turning age 21 to begin making salary deferral contributions to the Plan and the corresponding employer matching contribution without a waiting period, (b) has automatic enrollment for new employees and existing employees turning age 21, and (c) limits participant notes receivable to two notes per employee.
The reviewed official source does not establish current Roth availability.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0%
What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
The short version
What employees should know
For the year ended Dec 31, 2025, AMES ASSET MANAGEMENT, LLC reported $20,239 in employer contributions across its retirement plans, or $1,840 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These totals combine every public plan record tied to this employer. They are not individual account balances.
- Employer contributions
- $20,239 $1,840 per active participant
- Participant contributions
- $89,640
- Other contributions
- $102,267 Amounts not classified as employer or participant contributions
- Employer share of contributions
- 9.5%
- Active participants
- 11 Small plan
- Total participants
- 11 10 at the beginning of the year
- Ending assets
- $215,437 $19,585 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $0
- Ending net assets
- $215,437
- Beginning liabilities
- $0
- Ending liabilities
- $0
- Total income
- $215,530
- Total expenses
- $93
- Administrative expenses
- $93 $8 per active participant
- Participant loans
- Not reported Not reported of plan assets
Three-year filing history
How the reported figures changed
These charts combine the employer’s public plans by filing year. Missing values remain blank rather than becoming zero.
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $1,840 | 11 | 215.4K |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- Not reported
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 332237153-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Apr 21, 2025
- Industry
- Real estate
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D
All plans from this employer
2 public plan records roll up to this profile
The employer totals above combine these records by year. Open an individual plan for its own filing details.
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
What it says about employer contributions
e date of January 1, 1971. The Plan: (a) allows new employees and existing employees turning age 21 to begin making salary deferral contributions to the Plan and the corresponding employer matching contribution without a waiting period, (b) has automatic enrollment for new employees and existing employees turning age 21, and (c) limits participant notes receivable to two notes per employee. Employees are eligible to begin making salary deferral contributions to the Plan upon commencement of employment and will also be eligible for employer matching contributions for employees ages 21 or older. Participants are automatically enrolled in the Plan at a rate of 3 % of their compensation unless the participant opts out of automatic enrollment or until the participant changes their elections. Th
What it says about vesting
or account balances, as defined. The benefit to which a participant is entitled is the benefit that can be provided from the participant’s vested account. Vesting Participants are immediately vested in their voluntary contributions and the Companies’ matching contributions and earnings thereon. Payment of benefits On termination of service due to death, disability, retirement or any other reason, a participant or their beneficiaries may elect to receive an amount equal to the value of the participant’s vested interest in his or her account in a lump sum amount. The Plan allows for in-service distributions when a participant reaches age 59 1/2. Notes receivable from participants Participants may borrow from their fund accounts up to a maximum equal to the lesser of $ 50,000 or 50 % of their
What it says about automatic enrollment
existing employees turning age 21 to begin making salary deferral contributions to the Plan and the corresponding employer matching contribution without a waiting period, (b) has automatic enrollment for new employees and existing employees turning age 21, and (c) limits participant notes receivable to two notes per employee. Employees are eligible to begin making salary deferral contributions to the Plan upon commencement of employment and will also be eligible for employer matching contributions for employees ages 21 or older. Participants are automatically enrolled in the Plan at a rate of 3 % of their compensation unless the participant opts out of automatic enrollment or until the participant changes their elections. The Vanguard Target Retirement Date Trusts are the qualified defaul
What it says about fees
ES TO FINANCIAL STATEMENTS December 31, 2025 and 2024 NOTE 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) Payment of benefits Benefits are recorded when paid. NOTE 3 - ADMINISTRATIVE EXPENSES Certain administrative functions are performed by officers or employees of the Companies. No such officer or employee receives compensation from the Plan. Certain other administrative expenses are paid directly by the Companies. Fees related to the administration of notes receivable from participants are charged directly to the participant’s account and are included in administrative expenses. Investment related expenses are included in net appreciation of fair value of investments. NOTE 4 - RELATED PARTY TRANSACTIONS Transactions resulting in Plan assets being transferred to or used by a
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.