Original filing (PDF)20250715153037NAL0001429011001

ASSET MANAGEMENT GROUP, INC.

Name: ASSET MANAGEMENT GROUP, INC. — ASSET MANAGEMENT GROUP, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: ASSET MANAGEMENT GROUP, INC.

Form 5500-SF

FILING_RECEIVED

ASSET MANAGEMENT GROUP, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSET MANAGEMENT GROUP, INC..

Plan sponsor

Name

ASSET MANAGEMENT GROUP, INC.

EIN

06-1079348

Address

60 LONG RIDGE RD. · STAMFORD, CT · 06902

Phone

(203) 964-8300

Industry

Finance & Insurancesee 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

2025-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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