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Original filing (PDF)20251007145926NAL0002766307001
AMPLIFY EDUCATION, INC.
Form 5500
FILING_RECEIVED
AMPLIFY EDUCATION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,786
Accounts w/ balance
2,272
Plan assets (EOY)
$169.0M
Net assets (EOY)
$169.0M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMPLIFY EDUCATION, INC..
Plan sponsor
Name
AMPLIFY EDUCATION, INC.
EIN
13-4125483
Address
55 WASHINGTON STREET SUITE 800 · BROOKLYN, NY · 11201
Phone
(212) 796-2200
Industry
Information / Tech / Mediasee 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
2025-10-07
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)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$198K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $84K | — |
Investments
34 direct securities · 1 pooled fund· $169.0M(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.
Uncategorized
$168.1M
34 holdings
Common Collective Trust
$892K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Investor Mutual Fund | — | — | — | $25.3M | 15.0% | |
| Fidelity Advisor Freedom 2045 Fund Class K6 Mutual Fund | — | — | — | $20.0M | 11.9% | |
| Fidelity Advisor Freedom 2050 Fund Class K6 Mutual Fund | — | — | — | $18.7M | 11.0% | |
| Fidelity Advisor Freedom 2040 Fund Class K6 Mutual Fund | — | — | — | $18.5M | 11.0% | |
| Fidelity Advisor Freedom 2035 Fund Class K6 Mutual Fund | — | — | — | $15.9M | 9.4% | |
| Fidelity Advisor Freedom 2055 Fund Class K6 Mutual Fund | — | — | — | $13.7M | 8.1% | |
| Fidelity Advisor Freedom 2030 Fund Class K6 Mutual Fund | — | — | — | $8.2M | 4.8% | |
| Fidelity Advisor Freedom 2060 Fund Class K6 Mutual Fund | — | — | — | $7.5M | 4.4% | |
| JPMorgan Large Cap Growth Fund Class R4 Mutual Fund | — | — | — | $7.1M | 4.2% | |
| Fidelity Mid Cap Index Fund - Premium Class Mutual Fund | — | — | — | $3.8M | 2.3% | |
| T. Rowe Price Capital Appreciation Fund Mutual Fund | — | — | — | $3.3M | 1.9% | |
| Fidelity International Index Premium Mutual Fund | — | — | — | $3.2M | 1.9% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $2.4M | 1.4% | |
| Columbia Dividend Income Fund Institutional Class Mutual Fund | — | — | — | $2.2M | 1.3% | |
| JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $2.1M | 1.3% | |
| Fidelity Advisor Freedom 2025 Fund Class K6 Mutual Fund | — | — | — | $1.9M | 1.1% | |
| Fidelity Advisor Freedom 2065 Fund Class K6 Mutual Fund | — | — | — | $1.6M | 0.9% | |
| JP Morgan Mid Cap Value Fund Mutual Fund | — | — | — | $1.5M | 0.9% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Mutual Fund | — | — | — | $1.4M | 0.9% | |
| BlackRock Core Bond Portfolio Institutional Shares Mutual Fund | — | — | — | $1.3M | 0.8% | |
| T. Rowe Price U.S. Equity Research Fund Advisor Class Mutual Fund | — | — | — | $1.1M | 0.7% | |
| 10.50% maturity through January | — | — | — | $1.1M | 0.6% | |
| GS STABLE VALUE INV2 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $892K | 0.5% | |
| American Funds New Perspective Fund Class R-4 Mutual Fund | — | — | — | $844K | 0.5% | |
| Fidelity Advisor Freedom 2020 Fund Class K6 Mutual Fund | — | — | — | $762K | 0.5% | |
| Fidelity Long-Term Treasury Bd Idx Inv Mutual Fund | — | — | — | $725K | 0.4% | |
| PIMCO Real Estate Real Return Strategy Fund Mutual Fund | — | — | — | $681K | 0.4% | |
| Fidelity Advisor® Emerging Markets Fund Class I Mutual Fund | — | — | — | $641K | 0.4% | |
| Fidelity Advisor Strategic Income Fund Mutual Fund | — | — | — | $591K | 0.3% | |
| MFS Research International Fund Class R6 Mutual Fund | — | — | — | $474K | 0.3% | |
| PIMCO Real Return Fund Mutual Fund | — | — | — | $461K | 0.3% | |
| Fidelity Advisor Freedom Retirement Fund Class K6 Mutual Fund | — | — | — | $346K | 0.2% | |
| Fidelity Advisor Freedom 2015 Fund Class K6 Mutual Fund | — | — | — | $325K | 0.2% | |
| Fidelity Advisor Asset Manager 70% - Class A Mutual Fund | — | — | — | $231K | 0.1% | |
| Fidelity Advisor Freedom 2010 Fund Class K6 Mutual Fund | — | — | — | $176K | 0.1% |
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