Original filing (PDF)20251015172044NAL0002807443001

AMPEX CORPORATION

Name: AMPEX CORPORATION — AMPEX CONSOLIDATED RETIREMENT PLAN, Form 5500 (2024)
Creator: AMPEX CORPORATION

Form 5500

FILING_RECEIVED

AMPEX CONSOLIDATED RETIREMENT PLAN

Defined-benefit pension plan

Signals · 2

~197 bps in Sched C fees15 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$109.4M

Net assets (EOY)

$109.1M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Participation health

Knocking points off

197 bps in Schedule C fees — 1871% above peer band of 10 bps.
Highly fragmented vendor stack (15 disclosed providers, 7 categories).
Plan is frozen (1I) — no new benefit accrual.
No active participants reported but plan still holds assets.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMPEX CORPORATION.

Plan sponsor

Name

AMPEX CORPORATION

EIN

13-3667696

Address

201 TRESSER BLVD · SUITE 300 · STAMFORD, CT · 06901

Phone

(203) 595-4522

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

009

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

COHNREZNICK LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

15 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
JEFFERIES LLC	—	NEW YORK, NY	FINANCIAL ADVISOR	$661K	—
WELLS CAPITAL	95-3692822	—	INVESTMENT MANAGER	$40K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
STATE STREET BANK	04-1867445	—	TRUSTEE	$272K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ BENEFITS & INSURANCE SERVICES	31-1582098	—	ACTUARY AND TPA	$751K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
COHNREZNICK LLP	33-4144829	—	AUDITOR	$15K	—

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp
ETHAN E. KRA ACTUARIAL SERVICES LLC	—	BOCA RATON, FL	ACTUARY	$9K	—

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
PATTERSON BELKNAP WEBB & TYLER LLP	—	NEW YORK, NY	LEGAL	$168K	—
THE WAGNER LAW GROUP	—	BOSTON, MA	LAW CONSULTING	$80K	—
PROSKAUER ROSE LLP	13-1840454	BOSTON, MA	LEGAL	$29K	—
DECHERT (SINGAPORE) PTE LTD	—	—	LEGAL	$25K	—
KIRKLAND & ELLIS LLP	36-1326630	CHICAGO, IL	LEGAL	$16K	—
SCHULTE ROTH & ZABEL LLP	13-2633996	NEW YORK, NY	LEGAL	$15K	—
WINSTON & STRAWN LLP	36-1975990	CHICAGO, IL	LEGAL	$14K	—
AKIN GUMP STRAUSS HAUER & FELD LLP	—	—	LEGAL	$10K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BCG PENSION RISK CONSULTANTS, INC	—	BRAINTREE, MA	ANNUITY PLACEMENT	$50K	—

Investments

1 pooled fund· $109.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.