Back to filter
Original filing (PDF)20250409100314NAL0010832003001
AMD CAPITAL, LLC
Form 5500-SF
FILING_RECEIVED
AMD CAPITAL, LLC RETIREMENT PLAN AND TRUST
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-09
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
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
PEDIATRICS AT NEWTON WELLESLEY, P.C
PEDIATRICS AT NEWTON WELLESLEY, P. C. 401(K) PLAN
$12.3M · 40 participants
DEVLIN MANAGEMENT, INC.
DEVLIN MANAGEMENT, INC. PROFIT SHARING PLAN
$12.3M · 76 participants
ITEL LABORATORIES, INC.
ITEL LABORATORIES, INC. 401(K) PROFIT SHARING PLAN & TRUST
$12.3M · 264 participants
NOTARIZE, INC.
NOTARIZE 401(K) PLAN
$12.4M · 175 participants
MACE NORTH AMERICA, LTD
MACE NORTH AMERICA, LTD 401(K) PLAN
$12.4M · 123 participants
JOHNSON & WIMSATT, INC.
JOHNSON & WIMSATT PROFIT SHARING PLAN
$12.3M · 6 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