Allison Butler signed Amplity, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Amplity, Inc.'s EIN is 22-2838757.
Download the official 2024 Form 5500 (PDF) for Amplity, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Amplity, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISOR | $140K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $9.0M | 13.6% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $6.5M | 9.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.5M | 9.8% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $6.3M | 9.6% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $5.1M | 7.8% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $5.0M | 7.6% | |
| Fidelity Growth Company | Mutual Funds | — | — | $5.0M | 7.6% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $4.1M | 6.2% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $3.5M | 5.4% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $2.0M | 3.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 1.9% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $1.0M | 1.5% | |
| Self-Directed Brokerage Accounts Brokerage Link | Self-Directed Brokerage | — | — | $1.0M | 1.5% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $1.0M | 1.5% | |
| Columbia Dividend Income Fund | Other securities | — | — | $953K | 1.4% | |
| maturities through 2034 | Other securities | — | — | $917K | 1.4% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $874K | 1.3% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $721K | 1.1% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $626K | 0.9% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $607K | 0.9% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $540K | 0.8% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $507K | 0.8% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $500K | 0.8% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $484K | 0.7% | |
| PIMCO Income Fund | Mutual Funds | — | — | $460K | 0.7% | |
| American Funds New World Fund | Mutual Funds | — | — | $312K | 0.5% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $293K | 0.4% | |
| Federated Hermes Kaufmann Small Cap Fund | Other securities | — | — | $213K | 0.3% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $130K | 0.2% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $89K | 0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $31K | <0.1% | |
| Cohen & Steers Institutional Realty Fund | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $15K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TORRILLO & ASSOCIATES, LLC | 83-0414789 | — | ACCOUNTANT/AUDITOR | $21K | — |
