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Original filing (PDF)20250910142005NAL0021242321001
AMCS GROUP, INC.
Form 5500
FILING_RECEIVED
AMCS GROUP, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
157
Accounts w/ balance
197
Plan assets (EOY)
$20.8M
Net assets (EOY)
$20.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMCS GROUP, INC..
Plan sponsor
Name
AMCS GROUP, INC.
EIN
23-2940747
Address
179 LINCOLN STREET · BOSTON, MA · 02111
Phone
(610) 932-4006
Industry
Professional & Technical Servicessee all
Plan administrator
Name
COMPASS 360, LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AAFCPAS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS 360, LLC | — | STRATHAM, NH | RECORDKEEPER | $24K | — |
| THE VANGUARD GROUP, INC | 23-1945930 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | INVESTMENT ADVISORY-PLAN | $49K | — |
Investments
27 direct securities · 1 pooled fund· $21.1M(100% 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
$19.3M
27 holdings
Common Collective Trust
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-In Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value AB US Large Cap Growth (W Series) Mutual Fund | — | — | — | $3.1M | 15.0% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $1.9M | 9.0% | |
| PUTMAN STABLE VALUE PUTMAN FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.8M | 8.9% | |
| JPMorgan SmartRetirement Blend 2030 R6 Mutual Fund | — | — | — | $1.7M | 8.1% | |
| MFS International Diversification R6 Mutual Fund | — | — | — | $1.6M | 7.9% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | — | $1.4M | 6.9% | |
| JPMorgan SmartRetirement Blend 2035 R6 Mutual Fund | — | — | — | $1.3M | 6.0% | |
| MFS Value R6 Mutual Fund | — | — | — | $1.2M | 5.6% | |
| JPMorgan SmartRetirement Blend 2040 R6 Mutual Fund | — | — | — | $1.1M | 5.2% | |
| JPMorgan SmartRetirement Blend 2055 R6 Mutual Fund | — | — | — | $840K | 4.0% | |
| DFA U.S. Small Cap Portfolio I Mutual Fund | — | — | — | $829K | 4.0% | |
| JPMorgan SmartRetirement Blend 2045 R6 Mutual Fund | — | — | — | $773K | 3.7% | |
| JPMorgan SmartRetirement Blend 2025 R6 Mutual Fund | — | — | — | $633K | 3.0% | |
| Fidelity Total Bond K6 Mutual Fund | — | — | — | $560K | 2.7% | |
| JPMorgan SmartRetirement Blend Inc R6 Mutual Fund | — | — | — | $404K | 1.9% | |
| JPMorgan SmartRetirement Blend 2050 R6 Mutual Fund | — | — | — | $384K | 1.8% | |
| Fidelity Advisor Focus Emerg Mrkts ZMutual Funds | — | — | — | $261K | 1.3% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $253K | 1.2% | |
| JPMorgan SmartRetirement Blend 2020 R6 Mutual Fund | — | — | — | $236K | 1.1% | |
| Year are Included Late to Plan Not Corrected Outside VFCP in VFCP 2002-51 2023 √ 216,046 * - | — | — | — | $217K | 1.0% | |
| Notes Receivables Participants Loan | — | — | — | $150K | 0.7% | |
| JPMorgan SmartRetirement Blend 2060 R6 Mutual Fund | — | — | — | $147K | 0.7% | |
| through December 2028 - | — | — | — | $125K | 0.6% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $77K | 0.4% | |
| Pioneer Strategic Income K Mutual Fund | — | — | — | $65K | 0.3% | |
| Vanguard Explorer Admiral Mutual Fund | — | — | — | $29K | 0.1% | |
| DFA U.S. Targeted Value Portfolio I Mutual Fund | — | — | — | $23K | 0.1% | |
| PIMCO Real Return Institutional Mutual Fund | — | — | — | $17K | <0.1% |
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