How big is Applied Merchandising Concepts, LLC's plan?

Applied Merchandising Concepts, LLC's plan reported $246K in assets and 4 participants for 2024.

Original filing (PDF)20251010131706NAL0018072706001

Applied Merchandising Concepts, LLC

Name: Applied Merchandising Concepts, LLC — Applied Mercha, Form 5500 (2024)
Creator: Applied Merchandising Concepts, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Applied Merchandising Concepts, LLC Cash Balance Plan

Defined-benefit pension plan · Applied Merchandising Concepts, LLC's Applied Merchandising Concepts, LLC Cash Balance Plan held $246K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$246K

Net assets (EOY)

$246K

People on this filing

David Caspe signed Applied Merchandising Concepts, LLC's 2024 Form 5500 as plan administrator.

David Caspe — 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

Applied Merchandising Concepts, LLC's EIN is 20-8135957.

EIN 20-8135957

Plan number 002

Plan year 2024

ACK ID 20251010131706NAL0018072706001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Applied Merchandising Concepts, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Applied Merchandising Concepts, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPLIED MERCHANDISING CONCEPTS, LLC.

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Plan health score

Top-tier plan health

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score