ANN Hart signed Amplifi Loyalty Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Amplifi Loyalty Solutions' EIN is 27-3844276.
Download the official 2024 Form 5500 (PDF) for Amplifi Loyalty Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Amplifi Loyalty Solutions' plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment, profit-sharing.
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 | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $7K | — |
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 Investments Fidelity Freedom Index 2035 | Mutual Funds | — | — | $942K | 15.3% | |
| Fidelity Investments Fidelity Freedom Index 2040 | Mutual Funds | — | — | $888K | 14.5% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $682K | 11.1% | |
| Fidelity Investments Fidelity Freedom Index 2050 | Mutual Funds | — | — | $658K | 10.7% | |
| Fidelity Investments Fidelity Freedom Index 2055 | Mutual Funds | — | — | $599K | 9.8% | |
| AllianceBernstein Large Cap Growth Fund | Other securities | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $210K | 3.4% | |
| Fidelity Investments Fidelity Freedom Index 2045 | Mutual Funds | — | — | $207K | 3.4% | |
| Putnam Large Cap Value II | Mutual Funds | — | — | $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 | Other securities | — | — | $115K | 1.9% | |
| Principal Diversified International Fund | Other securities | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $43K | 0.7% | |
| Principal SmallCap Growth R6 Fund | Other securities | — | — | $40K | 0.6% | |
| Fidelity Investments Fidelity Freedom Index 2065 | Mutual Funds | — | — | $38K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $37K | 0.6% | |
| Fidelity Investments Fidelity Freedom Index 2030 | Mutual Funds | — | — | $18K | 0.3% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $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 | Other securities | — | — | $15K | 0.2% | |
| Victory Capital Victory Trivalent International Small Cap Fund | Other securities | — | — | $4K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2020 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
