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THE AUTOMATED MARKETING GROUP — THE AMG 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250916130711NAL0005117250001
THE AUTOMATED MARKETING GROUP
Form 5500-SF
FILING_RECEIVED
THE AMG 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
33
Accounts w/ balance
23
Plan assets (EOY)
$795K
Net assets (EOY)
$795K
Plan health score (directional)
86
/ 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
THE AUTOMATED MARKETING GROUP
.
Find decision makers
Plan sponsor
Name
THE AUTOMATED MARKETING GROUP
EIN
20-1713084
Address
250 E. DRY CREEK RD., SUITE 202B · LITTLETON, CO · 80122
Phone
(303) 795-5838
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-09-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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ALVA SLATER HOLDINGS, LLC
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Knocking points off
70% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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