Back to filter
Original filing (PDF)20250409095004NAL0022043985001
AMD CAPITAL, LLC
Form 5500-SF
FILING_RECEIVED
AMD CAPITAL, LLC 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMD CAPITAL, LLC.
Plan sponsor
Name
AMD CAPITAL, LLC
EIN
30-0038780
Address
990 N. RINGWOOD ROAD · LAKE FOREST, IL · 60045
Phone
(847) 405-9700
Industry
All Other Professional Services· 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
2025-04-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
SKYWATER SEARCH PARTNERS, INC.
SKYWATER SEARCH PARTNERS, INC. 401(K) PLAN
$10.3M · 59 participants
INTEGRITY MANAGEMENT SERVICES, INC.
INTEGRITY MANAGEMENT SERVICES, INC. 401(K) PLAN
$10.3M · 98 participants
THE LONGWOOD COLLECTIVE, INC.
THE LONGWOOD COLLECTIVE / MASCO SERVICES 401(K) PLAN
$10.3M · 50 participants
HMS HOLDINGS, INC.
HEALTHCARE MANAGEMENT SOLUTIONS EMPLOYEE STOCK OWNERSHIP PLAN
$10.3M · 125 participants
CJM WEALTH ADVISERS, LTD.
CJM WEALTH ADVISERS, LTD. 401(K) PLAN
$10.3M · 21 participants
MEDICALLY HOME GROUP INC
MEDICALLY HOME GROUP INC 401K
$10.3M · 312 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B