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ASSET MANAGEMENT GROUP, INC. — ASSET MANAGEMENT GROUP, INC. PENSION PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240723153000NAL0012044017001
ASSET MANAGEMENT GROUP, INC.
Form 5500-SF
FILING_RECEIVED
ASSET MANAGEMENT GROUP, INC. PENSION PLAN
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ASSET MANAGEMENT GROUP, INC.
.
Find decision makers
Plan sponsor
Name
ASSET MANAGEMENT GROUP, INC.
EIN
06-1079348
Address
60 LONG RIDGE RD. · STAMFORD, CT · 06902
Phone
(203) 964-8300
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-23
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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