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Original filing (PDF)20251113163956NAL0001226275001
AMPLIFI LOYALTY SOLUTIONS
Form 5500
FILING_RECEIVED
AMPLIFI LOYALTY 401(K) PLAN
401(k) retirement plan
Active participants
163
Accounts w/ balance
140
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
7 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (31 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMPLIFI LOYALTY SOLUTIONS.
Plan sponsor
Name
AMPLIFI LOYALTY SOLUTIONS
EIN
27-3844276
Address
1240 E DIEHL RD, SUITE 400 · NAPERVILLE, IL · 60563
Phone
(630) 888-3400
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
2025-11-13
Pension benefit codes
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
MRPR GROUP, PC
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 | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $7K | — |
Investments
22 direct securities · 7 pooled funds· $6.8M(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
$5.6M
22 holdings
Common Collective Trust
$1.2M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Index 2035 | — | — | — | $942K | 15.3% | |
| Fidelity Investments Fidelity Freedom Index 2040 | — | — | — | $888K | 14.5% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $682K | 11.1% | |
| Fidelity Investments Fidelity Freedom Index 2050 | — | — | — | $658K | 10.7% | |
| Fidelity Investments Fidelity Freedom Index 2055 | — | — | — | $599K | 9.8% | |
| AllianceBernstein Large Cap Growth Fund | — | — | — | $528K | 8.6% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $528K | 8.6% | |
| Fidelity Investments Fidelity Freedom Index 2060 | — | — | — | $276K | 4.5% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $271K | 4.4% | |
| Fidelity Investments Fidelity Freedom Index 2025 | — | — | — | $210K | 3.4% | |
| Fidelity Investments Fidelity Freedom Index 2045 | — | — | — | $207K | 3.4% | |
| Putnam Large Cap Value II | — | — | — | $135K | 2.2% | |
| PUTN LRG CP VAL II U GREAT GRAY TRUST COMPANY, LLC · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $135K | 2.2% | |
| John Hancock John Hancock Bond Fund R6 | — | — | — | $115K | 1.9% | |
| Principal Diversified International Fund | — | — | — | $95K | 1.6% | |
| PIF DIVRSD INTL PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6746540 / PN 001 | Common Collective Trust | — | — | $95K | 1.6% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $90K | 1.5% | |
| MFS MID CP GROWTH 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $89K | 1.4% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $71K | 1.2% | |
| American Funds American Funds New World R6 Fund | — | — | — | $43K | 0.7% | |
| Principal SmallCap Growth R6 Fund | — | — | — | $40K | 0.6% | |
| Fidelity Investments Fidelity Freedom Index 2065 | — | — | — | $38K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $37K | 0.6% | |
| Fidelity Investments Fidelity Freedom Index 2030 | — | — | — | $18K | 0.3% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $17K | 0.3% | |
| AS SPL MD CAP VAL E2 WELLS FARGO BANK, N.A. · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $17K | 0.3% | |
| JPMorgan Undiscovered Managers Behavioral Value R6 Fund | — | — | — | $15K | 0.2% | |
| Victory Capital Victory Trivalent International Small Cap Fund | — | — | — | $4K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2020 | — | — | — | $2K | <0.1% |
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