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Original filing (PDF)20251010135600NAL0004310515001
AMPLITY, INC.
Form 5500
FILING_RECEIVED
AMPLITY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
737
Accounts w/ balance
1,197
Plan assets (EOY)
$66.0M
Net assets (EOY)
$66.0M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 36 bps in Schedule C fees — 127% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMPLITY, INC..
Plan sponsor
Name
AMPLITY, INC.
DBA
AMPLITY HEALTH
EIN
22-2838757
Address
2080 CABOT BLVD W · SUITE 100 · LANGHORNE, PA · 19047
Phone
(215) 525-9859
Industry
Professional & Technical Servicessee 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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
TORRILLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $64K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISOR | $140K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TORRILLO & ASSOCIATES, LLC | 83-0414789 | — | ACCOUNTANT/AUDITOR | $21K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
31 direct securities · 1 pooled fund· $65.7M(99% of reported assets)
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.
Uncategorized
$64.4M
31 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund | — | — | — | $9.0M | 13.6% | |
| Fidelity Freedom 2030 Fund | — | — | — | $6.5M | 9.8% | |
| Fidelity 500 Index Fund | — | — | — | $6.5M | 9.8% | |
| Fidelity Freedom 2040 Fund | — | — | — | $6.3M | 9.6% | |
| Fidelity Freedom 2045 Fund | — | — | — | $5.1M | 7.8% | |
| Fidelity Freedom 2050 Fund | — | — | — | $5.0M | 7.6% | |
| Fidelity Growth Company | — | — | — | $5.0M | 7.6% | |
| Fidelity Freedom 2055 Fund | — | — | — | $4.1M | 6.2% | |
| Fidelity Freedom 2025 Fund | — | — | — | $3.5M | 5.4% | |
| Fidelity Freedom 2060 Fund | — | — | — | $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 | — | — | — | $1.0M | 1.5% | |
| Self-Directed Brokerage Accounts Brokerage Link | — | — | — | $1.0M | 1.5% | |
| PGIM Total Return Bond Fund | — | — | — | $1.0M | 1.5% | |
| Columbia Dividend Income Fund | — | — | — | $953K | 1.4% | |
| maturities through 2034 | — | — | — | $917K | 1.4% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $874K | 1.3% | |
| Fidelity Extended Market Index Fund | — | — | — | $721K | 1.1% | |
| American Funds New Perspective Fund | — | — | — | $626K | 0.9% | |
| Fidelity Freedom 2020 Fund | — | — | — | $607K | 0.9% | |
| Fidelity Freedom 2065 Fund | — | — | — | $540K | 0.8% | |
| Fidelity Total International Index Fund | — | — | — | $507K | 0.8% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $500K | 0.8% | |
| MFS International Diversification Fund | — | — | — | $484K | 0.7% | |
| PIMCO Income Fund | — | — | — | $460K | 0.7% | |
| American Funds New World Fund | — | — | — | $312K | 0.5% | |
| Fidelity Freedom 2015 Fund | — | — | — | $293K | 0.4% | |
| Federated Hermes Kaufmann Small Cap Fund | — | — | — | $213K | 0.3% | |
| Fidelity Freedom Income Fund | — | — | — | $130K | 0.2% | |
| Fidelity Freedom 2010 Fund | — | — | — | $89K | 0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $31K | <0.1% | |
| Cohen & Steers Institutional Realty Fund | — | — | — | $8K | <0.1% |