How big is The Associated Management Company's plan?

The Associated Management Company's plan reported $3.6M in assets and 103 participants for 2024.

Original filing (PDF)20250910104533NAL0044330274001

The Associated Management Company

Name: The Associated Management Company — The Associated, Form 5500 (2024)
Creator: The Associated Management Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Associated Management Company Employee Retirement Plan

401(k) retirement plan · The Associated Management Company's The Associated Management Company Employee Retirement Plan held $3.6M in plan assets for 103 participants in 2024.

Active participants

103

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Mary Linsenmeyer signed The Associated Management Company's 2024 Form 5500 as plan administrator.

Mary Linsenmeyer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Associated Management Company's EIN is 01-0774376.

EIN 01-0774376

Plan number 001

Plan year 2024

ACK ID 20250910104533NAL0044330274001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Associated Management Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Associated Management Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ASSOCIATED MANAGEMENT COMPANY.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score