How big is Advanced Medical Pricing Solutions' plan?

Advanced Medical Pricing Solutions' plan reported $10.5M in assets and 131 participants for 2024.

Original filing (PDF)20251017151938NAL0015546178001

Advanced Medical Pricing Solutions

Name: Advanced Medical Pricing Solutions — Advanced, Form 5500 (2024)
Creator: Advanced Medical Pricing Solutions
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Advanced Medical Pricing Solutions 401(k) Profit Sharing Plan

401(k) retirement plan · Advanced Medical Pricing Solutions' Advanced Medical Pricing Solutions 401(k) Profit Sharing Plan held $10.5M in plan assets for 131 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

131

Accounts w/ balance

265

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

People on this filing

Nathan Larson signed Advanced Medical Pricing Solutions' 2024 Form 5500 as plan administrator.

Nathan Larson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Advanced Medical Pricing Solutions' EIN is 20-2149357.

EIN 20-2149357

Plan number 001

Plan year 2024

ACK ID 20251017151938NAL0015546178001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Medical Pricing Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Medical Pricing Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCED MEDICAL PRICING SOLUTIONS.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ADVANCED MEDICAL PRICING SOLUTIONS

EIN

all filings

Address

420 TECHNOLOGY PARKWAY · SUITE 200 · NORCROSS, GA · 30092

Phone

(770) 936-7274

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-10-17

Pension benefit codes

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)

Audit & trust (Schedule H)

Auditor

MJCO, LLC

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

31 direct securities· $10.0M(95% of reported assets)

					% of plan
American Funds The Growth Fund of America	Mutual Funds	—	—	$1.3M	12.7%
American Funds Growth Portfolio	Mutual Funds	—	—	$926K	8.8%
American Funds The Investment Company of America	Mutual Funds	—	—	$857K	8.2%
American Funds American Funds 2045 Target Date	Mutual Funds	—	—	$752K	7.2%
American Funds American Funds 2030 Target Date	Mutual Funds	—	—	$625K	6.0%
American Funds American Balanced Fund	Mutual Funds	—	—	$486K	4.6%
American Funds Growth and Income Portfolio	Mutual Funds	—	—	$475K	4.5%
American Funds American Funds 2025 Target Date	Mutual Funds	—	—	$394K	3.8%
American Funds American Funds 2040 Target Date	Mutual Funds	—	—	$372K	3.6%
American Funds Global Growth Portfolio	Mutual Funds	—	—	$350K	3.3%
American Funds American Funds 2050 Target Date	Mutual Funds	—	—	$298K	2.8%
American Funds International Growth and Income	Mutual Funds	—	—	$296K	2.8%
American Funds Smallcap World Fund	Mutual Funds	—	—	$275K	2.6%
American Funds The Income Fund of America	Mutual Funds	—	—	$269K	2.6%
American Funds American Funds 2020 Target Date	Mutual Funds	—	—	$240K	2.3%
American Funds AF U.S. Government Money Market	Mutual Funds	—	—	$236K	2.3%
American Funds American Funds 2035 Target Date	Mutual Funds	—	—	$234K	2.2%
American Funds The Bond Fund of America	Mutual Funds	—	—	$225K	2.1%
American Funds Capital Income Builder	Mutual Funds	—	—	$216K	2.1%
American Funds Moderate Growth and Income Portfolio	Mutual Funds	—	—	$169K	1.6%
American Funds EuroPacific Growth Fund	Mutual Funds	—	—	$166K	1.6%
American Funds Conservative Growth and Income Portfolio	Mutual Funds	—	—	$158K	1.5%
American Funds American Funds 2060 Target Date	Mutual Funds	—	—	$135K	1.3%
American Funds American High Income Trust	Mutual Funds	—	—	$121K	1.2%
American Funds Developing World Growth and Income	Mutual Funds	—	—	$117K	1.1%
American Funds American Funds 2055 Target Date	Mutual Funds	—	—	$112K	1.1%
American Funds Global Balanced Fund	Mutual Funds	—	—	$47K	0.4%
In-Interest Similar Party (c) Description of Investment Value * American Funds American Funds 2010 Target Date	Mutual Funds	—	—	$38K	0.4%
American Funds American Funds 2015 Target Date	Mutual Funds	—	—	$20K	0.2%
American Funds American Funds 2065 Target Date	Mutual Funds	—	—	$19K	0.2%
American Funds Preservation Portfolio	Mutual Funds	—	—	$12K	0.1%