How big is Ambitions, Inc.'s plan?

Ambitions, Inc.'s plan reported $25.0M in assets and 1,110 participants for 2024.

Original filing (PDF)20251010105617NAL0007553937001

Ambitions, Inc.

Name: Ambitions, Inc. — Ambitions 401 K Plan, Form 5500 (2024)
Creator: Ambitions, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ambitions 401 K Plan

401(k) retirement plan · Ambitions, Inc.'s Ambitions 401 K Plan held $25.0M in plan assets for 1,110 participants in 2024, with Nationwide as recordkeeper.

Signals · 2

~95 bps in Sched C feesSelf-directed brokerage offered

Active participants

1,110

Accounts w/ balance

1,276

Plan assets (EOY)

$25.0M

Net assets (EOY)

$25.0M

Plan identifiers

Ambitions, Inc.'s EIN is 20-5129505.

EIN 20-5129505

Plan number 001

Plan year 2024

ACK ID 20251010105617NAL0007553937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ambitions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ambitions, Inc.'s 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 AMBITIONS, INC.

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How this plan invests

This plan

1 pooled trust

Schedule D

86 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

Plan sponsor

Name

AMBITIONS, INC

EIN

all filings

Address

8020 S RAINBOW BLVD, SUITE 670 · LAS VEGAS, NV · 89139

Phone

(509) 321-0414

Industry

Health Care & Social Assistance

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

2025-10-10

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	91-1918299	COLUMBUS, OH	RECORDKEEPER	$157K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EPIC TRUST INVESTMENT ADVISORS LLC	47-1495882	RICHLAND, WA	ADVISOR	$42K	—
PROACCOUNT

Investments

86 direct securities · 1 pooled fund· $25.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Mutual Funds

$17.7M

49 holdings

Other securities

$5.6M

29 holdings

Common Collective Trusts

$821K

4 holdings

Stable Value

$744K

1 holding

Pooled Separate Account

$744K

1 holding

Cash / Money Market

$130K

1 holding

Bonds / Notes

$8K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

TIAA / Nuveen$13.7M Neuberger Berman$2.1M Vanguard$2.0M Fidelity$1.7M Nationwide$1.4M JPMorgan$523K American Funds (Capital Group)$457K BlackRock / iShares$365K Dodge & Cox$260K

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROFESSIONAL BENEFIT SERVICES	93-0998477	SALEM, OR	TPA	$18K	—

					% of plan
Nuveen Lifecycle Index 2035 Instl. Mutual fund N/A	Mutual Funds	—	—	$3.5M	13.8%
Neuberger Berman Long Short Mutual fund N/A	Other securities	—	—	$2.1M	8.3%
Nuveen Lifecycle Index 2040 Instl. Mutual fund N/A	Mutual Funds	—	—	$2.0M	8.0%
Nuveen Lifecycle Index 2025 Instl. Mutual fund N/A	Mutual Funds	—	—	$1.6M	6.3%
Nuveen Lifecycle Index 2050 Instl. Mutual fund N/A	Mutual Funds	—	—	$1.4M	5.7%
Nuveen Lifecycle Index 2055 Instl. Mutual fund N/A	Mutual Funds	—	—	$1.3M	5.3%
Nuveen Lifecycle Index 2045 Instl. Mutual fund N/A	Mutual Funds	—	—	$1.2M	4.7%
Nuveen Lifecycle Index 2030 Instl. Mutual fund N/A	Mutual Funds	—	—	$1.1M	4.3%
Nationwide Fixed Select Option Guaranteed investment contract N/A	Stable Value	—	—	$744K	3.0%
POOLED SEPERATE ACCOUNTS NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000	Pooled Separate Account	—	—	$744K	3.0%
Nuveen Lifecycle Index 2060 Instl. Mutual fund N/A	Mutual Funds	—	—	$719K	2.9%
Fidelity 500 Index Mutual fund N/A	Common Collective Trusts	—	—	$488K	1.9%
Hartford Core Equity Fund Mutual fund N/A	Other securities	—	—	$469K	1.9%
Vanguard Growth Index Mutual fund N/A	Mutual Funds	—	—	$460K	1.8%
American Funds American Balanced Mutual fund N/A	Mutual Funds	—	—	$457K	1.8%
Nuveen Lifecycle Index 2010 Instl. Mutual fund N/A	Mutual Funds	—	—	$444K	1.8%
Nationwide NYSE Arca Tech 100 Index Mutual fund N/A	Other securities	—	—	$334K	1.3%
Fidelity U.S. Bond Index Mutual fund N/A	Mutual Funds	—	—	$270K	1.1%
Vanguard Mid Cap Index Mutual fund N/A	Mutual Funds	—	—	$266K	1.1%
Vanguard Small Cap Index Mutual fund N/A	Mutual Funds	—	—	$266K	1.1%
Dodge & Cox International Stock I Mutual fund N/A	Mutual Funds	—	—	$260K	1.0%
Goldman Sachs GQG Partners Intl. Mutual fund N/A	Other securities	—	—	$256K	1.0%
Fidelity International Index Mutual fund N/A	Mutual Funds	—	—	$243K	1.0%
Vanguard 500 Index Mutual fund N/A	Common Collective Trusts	—	—	$241K	1.0%
Vanguard Developed Markets Index Mutual fund N/A	Mutual Funds	—	—	$235K	0.9%
Nuveen Lifecycle Index 2020 Instl. Mutual fund N/A	Mutual Funds	—	—	$233K	0.9%
Nationwide Loomis All Cap Growth Mutual fund N/A	Other securities	—	—	$230K	0.9%
Fidelity Select Semiconductors Mutual fund N/A	Mutual Funds	—	—	$229K	0.9%
Avantis U.S. Large Cap Value Mutual fund N/A	Other securities	—	—	$221K	0.9%
JPMorgan Large Cap Growth Mutual fund N/A	Other securities	—	—	$199K	0.8%
PGIM Total Return Bond R6 Mutual fund N/A	Other securities	—	—	$191K	0.8%
JPMorgan Equity Income Mutual fund N/A	Other securities	—	—	$189K	0.8%
Avantis Emerging Markets Equity Fund Mutual fund N/A	Other securities	—	—	$187K	0.7%
Nuveen Lifecycle Index 2065 Instl. Mutual fund N/A	Mutual Funds	—	—	$187K	0.7%
BlackRock High Yield Bond Mutual fund N/A	Other securities	—	—	$180K	0.7%
Fidelity Advisor Growth Opp. Mutual fund N/A	Mutual Funds	—	—	$170K	0.7%
Federated Government Obligations Money market mutual fund N/A	Cash / Money Market	—	—	$130K	0.5%
Fidelity Large Cap Growth Index Mutual fund N/A	Mutual Funds	—	—	$121K	0.5%
Fidelity Advisor Small Cap I Mutual fund N/A	Mutual Funds	—	—	$115K	0.5%
Vanguard Total Bond Market Index Mutual fund N/A	Mutual Funds	—	—	$114K	0.5%
Eaton Vance Dividend Builder Mutual fund N/A	Other securities	—	—	$109K	0.4%
MFS Mid Cap Growth R6 Mutual fund N/A	Mutual Funds	—	—	$108K	0.4%
Principal Global Real Estate Securities Mutual fund N/A	Other securities	—	—	$108K	0.4%
BlackRock Total Return K Mutual fund N/A	Other securities	—	—	$107K	0.4%
PIMCO Funds Real Return Fund Instl. Mutual fund N/A	Mutual Funds	—	—	$107K	0.4%
AB Global Bond Mutual fund N/A 859 Diamond Hill Mid Cap Mutual fund N/A	Other securities	—	—	$107K	0.4%
Legal & General Commodity Strategy Fund Mutual fund N/A	Other securities	—	—	$96K	0.4%
Allspring Precious Metals Insti Mutual fund N/A	Other securities	—	—	$95K	0.4%
AB Global Bond Fund Mutual fund N/A	Other securities	—	—	$87K	0.3%
Vanguard Total Stock Market Index Mutual fund N/A	Common Collective Trusts	—	—	$87K	0.3%

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