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Original filing (PDF)20251017151938NAL0015546178001
ADVANCED MEDICAL PRICING SOLUTIONS
Form 5500
FILING_RECEIVED
ADVANCED MEDICAL PRICING SOLUTIONS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
131
Accounts w/ balance
265
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
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 (directional)
92
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 ADVANCED MEDICAL PRICING SOLUTIONS.
Plan sponsor
Name
ADVANCED MEDICAL PRICING SOLUTIONS
EIN
20-2149357
Address
420 TECHNOLOGY PARKWAY · SUITE 200 · NORCROSS, GA · 30092
Phone
(770) 936-7274
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-10-17
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
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
31 direct securities· $10.0M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America | — | — | — | $1.3M | 12.7% | |
| American Funds Growth Portfolio | — | — | — | $926K | 8.8% | |
| American Funds The Investment Company of America | — | — | — | $857K | 8.2% | |
| American Funds American Funds 2045 Target Date | — | — | — | $752K | 7.2% | |
| American Funds American Funds 2030 Target Date | — | — | — | $625K | 6.0% | |
| American Funds American Balanced Fund | — | — | — | $486K | 4.6% | |
| American Funds Growth and Income Portfolio | — | — | — | $475K | 4.5% | |
| American Funds American Funds 2025 Target Date | — | — | — | $394K | 3.8% | |
| American Funds American Funds 2040 Target Date | — | — | — | $372K | 3.6% | |
| American Funds Global Growth Portfolio | — | — | — | $350K | 3.3% | |
| American Funds American Funds 2050 Target Date | — | — | — | $298K | 2.8% | |
| American Funds International Growth and Income | — | — | — | $296K | 2.8% | |
| American Funds Smallcap World Fund | — | — | — | $275K | 2.6% | |
| American Funds The Income Fund of America | — | — | — | $269K | 2.6% | |
| American Funds American Funds 2020 Target Date | — | — | — | $240K | 2.3% | |
| American Funds AF U.S. Government Money Market | — | — | — | $236K | 2.3% | |
| American Funds American Funds 2035 Target Date | — | — | — | $234K | 2.2% | |
| American Funds The Bond Fund of America | — | — | — | $225K | 2.1% | |
| American Funds Capital Income Builder | — | — | — | $216K | 2.1% | |
| American Funds Moderate Growth and Income Portfolio | — | — | — | $169K | 1.6% | |
| American Funds EuroPacific Growth Fund | — | — | — | $166K | 1.6% | |
| American Funds Conservative Growth and Income Portfolio | — | — | — | $158K | 1.5% | |
| American Funds American Funds 2060 Target Date | — | — | — | $135K | 1.3% | |
| American Funds American High Income Trust | — | — | — | $121K | 1.2% | |
| American Funds Developing World Growth and Income | — | — | — | $117K | 1.1% | |
| American Funds American Funds 2055 Target Date | — | — | — | $112K | 1.1% | |
| American Funds Global Balanced Fund | — | — | — | $47K | 0.4% | |
| In-Interest Similar Party (c) Description of Investment Value * American Funds American Funds 2010 Target Date | — | — | — | $38K | 0.4% | |
| American Funds American Funds 2015 Target Date | — | — | — | $20K | 0.2% | |
| American Funds American Funds 2065 Target Date | — | — | — | $19K | 0.2% | |
| American Funds Preservation Portfolio | — | — | — | $12K | 0.1% |
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