How big is CMP AMS USA, Inc.'s plan?

CMP AMS USA, Inc.'s plan reported $4.7M in assets and 136 participants for 2024.

Original filing (PDF)20251009141918NAL0015760002001

CMP AMS USA, Inc.

Name: CMP AMS USA, Inc. — CMP AMS USA, Inc. 401(k) Plan, Form 5500 (2024)
Creator: CMP AMS USA, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

CMP AMS USA, Inc. 401(k) Plan

401(k) retirement plan · CMP AMS USA, Inc.'s CMP AMS USA, Inc. 401(k) Plan held $4.7M in plan assets for 136 participants in 2024, with EPIC Retirement Plan Services as recordkeeper.

Active participants

136

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Donna MUIR signed CMP AMS USA, Inc.'s 2024 Form 5500 as plan administrator.

Donna MUIR — 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

CMP AMS USA, Inc.'s EIN is 03-0597227.

EIN 03-0597227

Plan number 001

Plan year 2024

ACK ID 20251009141918NAL0015760002001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CMP AMS USA, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CMP AMS USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CMP AMS USA, INC.

Finding similar companies…

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

CMP AMS USA, INC

EIN

all filings

Address

90 BEVIER ST · BINGHAMTON, NY · 13904

Phone

(607) 351-1712

Industry

Manufacturing

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EPIC RETIREMENT PLAN SERVICES	16-1450952	—	NONE	$0	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
NBT BANK, N.A.	16-1268674	—	NONE	$31K	—
CHARLES SCHWAB & CO., INC.	94-1737782	—

Investments

26 direct securities· $4.7M(100% of reported assets)

Mutual Funds

$3.6M

18 holdings

Common Collective Trusts

$794K

3 holdings

Other securities

$138K

3 holdings

Bonds / Notes

$123K

1 holding

Common Stocks

$102K

1 holding

					% of plan
Vanguard Target Retirement 2030 Mutual Fund	Mutual Funds	—	—	$703K	14.8%
Blackrock Low Duration Bd Port CL K Mutual Fund 54 * Charles Schwab & Co. Inc. Money Market Fund	Mutual Funds	—	—	$418K	8.8%
Vanguard 500 Index F Mutual Fund	Common Collective Trusts	—	—	$416K	8.8%
Vanguard Target Retirement 2045 FD I Mutual Fund	Mutual Funds	—	—	$357K	7.5%
Vanguard Target Retirement 2050 Mutual Fund	Mutual Funds	—	—	$353K	7.4%
Vanguard Target Retirement 2035 FD I Mutual Fund	Mutual Funds	—	—	$338K	7.1%
Vanguard Mid Cap Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$317K	6.7%
Vanguard Target Retirement 2055 FD I Mutual Fund	Mutual Funds	—	—	$298K	6.3%
Vanguard Target Retirement 2025 FD I Mutual Fund	Mutual Funds	—	—	$240K	5.1%
Vanguard Target Retirement 2040 Mutual Fund	Mutual Funds	—	—	$237K	5.0%
T Rowe Price Blue Chip Growth I Mutual Fund	Mutual Funds	—	—	$139K	2.9%
Vanguard Target Retirement 2060 Mutual Fund	Mutual Funds	—	—	$134K	2.8%
CMP AMS USA, Inc. 401(k) Plan 9.50%)	Bonds / Notes	—	—	$123K	2.6%
BNY Mellon Small Cap Index Inc Shares Mutual Fund	Common Stocks	—	—	$102K	2.2%
Vanguard Mid Cap Value Mutual Fund	Mutual Funds	—	—	$85K	1.8%
Hartford Dividend and Growth Fund Class R6 Mutual Fund	Other securities	—	—	$82K	1.7%
Janus Henderson Enterprise FD I Mutual Fund	Mutual Funds	—	—	$81K	1.7%
Vanguard Small Cap Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$61K	1.3%
Cohen and Steers Realty Shares Mutual Fund	Other securities	—	—	$48K	1.0%
Fidelity Inflation Protected BD Index Mutual Fund	Mutual Funds	—	—	$39K	0.8%
Schwab Fundamental International Large Co. Index Mutual Fund	Mutual Funds	—	—	$38K	0.8%
Janus Henderson Triton FD CL N Mutual Fund	Mutual Funds	—	—	$33K	0.7%
Vanguard Retirement Income Investment Mutual Fund	Mutual Funds	—	—	$33K	0.7%
Dodge & Cox Income Fund Mutual Fund	Mutual Funds	—	—	$30K	0.6%
Vanguard Target Retirement 2020 Mutual Fund	Mutual Funds	—	—	$29K	0.6%
JPMorgan Emerging Markets Equity CL R6 Mutual Fund	Other securities	—	—	$8K	0.2%