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Original filing (PDF)20250731121155NAL0002563043001
AMF AUTOMATION TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
AMF 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
303
Accounts w/ balance
369
Plan assets (EOY)
$46.0M
Net assets (EOY)
$46.0M
How this plan invests
This plan
8 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMF AUTOMATION TECHNOLOGIES, LLC.
Plan sponsor
Name
AMF AUTOMATION TECHNOLOGIES, LLC
EIN
26-2570524
Address
2115 WEST LABURNUM AVENUE · RICHMOND, VA · 23227
Phone
(804) 340-4466
Industry
Manufacturingsee 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
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $61K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
24 direct securities · 8 pooled funds· $51.9M(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.
Common Collective Trust
$28.2M
8 holdings
Uncategorized
$23.7M
24 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MODERATE MAP GREAT GRAY TRUST COMPANY · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $9.4M | 20.4% | |
| Fidelity 500 Index Fund Signal | — | — | — | $5.2M | 11.3% | |
| GROWTH MAP GREAT GRAY TRUST COMPANY · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $5.1M | 11.1% | |
| AGGRESSIVE MAP GREAT GRAY TRUST COMPANY · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $4.6M | 9.9% | |
| Harbor Funds Harbor Capital Appreciation Fund | — | — | — | $4.1M | 8.9% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $4.1M | 8.9% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.2M | 4.8% | |
| Wells Fargo Bank, N.A. Galliard Stable Return C | — | — | — | $2.2M | 4.8% | |
| American Funds American Funds EuroPacific Growth Fund | — | — | — | $1.7M | 3.6% | |
| American Beacon American Beacon Large Cap Value Fund | — | — | — | $1.5M | 3.3% | |
| CONSERVATIVE MAP GREAT GRAY TRUST COMPANY · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $1.5M | 3.2% | |
| Dodge & Cox Funds Dodge & Cox Income Fund | — | — | — | $1.4M | 3.0% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.1M | 2.4% | |
| Victory Capital Victory Small Co. Opportunity I | — | — | — | $1.0M | 2.2% | |
| JP Morgan JPMorgan Mid Cap Value Fund | — | — | — | $932K | 2.0% | |
| Vanguard Target Retirement 2035 | — | — | — | $856K | 1.9% | |
| Fidelity Brokerage Link | — | — | — | $760K | 1.7% | |
| Loomis Sayles Loomis Sayles Small Cap Growth Institutional | — | — | — | $709K | 1.5% | |
| Vanguard Target Retirement 2020 | — | — | — | $404K | 0.9% | |
| Principal Real Estate Securities Fund | — | — | — | $402K | 0.9% | |
| Vanguard Target Retirement 2055 | — | — | — | $400K | 0.9% | |
| Fidelity Government Money Market Fund | — | — | — | $349K | 0.8% | |
| Vanguard Target Retirement 2050 | — | — | — | $346K | 0.8% | |
| Vanguard Target Retirement 2030 | — | — | — | $275K | 0.6% | |
| Vanguard Target Retirement 2040 | — | — | — | $265K | 0.6% | |
| INCOME MAP GREAT GRAY TRUST COMPANY · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $262K | 0.6% | |
| Vanguard Target Retirement Income | — | — | — | $260K | 0.6% | |
| Vanguard Target Retirement 2045 | — | — | — | $250K | 0.5% | |
| Vanguard Target Retirement 2065 | — | — | — | $172K | 0.4% | |
| Fidelity Interest-Bearing Cash | — | — | — | $135K | 0.3% | |
| Vanguard Target Retirement 2060 | — | — | — | $85K | 0.2% | |
| Vanguard Target Retirement 2070 | — | — | — | $39K | <0.1% |
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