How big is Applied Medical Resources Corp.'s plan?

Applied Medical Resources Corp.'s plan reported $226.7M in assets and 3,683 participants for 2024.

Original filing (PDF)20251008125712NAL0009801952001

Applied Medical Resources Corp.

Name: Applied Medical Resources Corp. — Applied Medical, Form 5500 (2024)
Creator: Applied Medical Resources Corp.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Applied Medical Resources Corporation 401(k) Plan

401(k) retirement plan · Applied Medical Resources Corp.'s Applied Medical Resources Corporation 401(k) Plan held $226.7M in plan assets for 3,683 participants in 2024, with Empower as recordkeeper.

Signals · 1

Late participant contributions

Active participants

3,683

Accounts w/ balance

4,485

Plan assets (EOY)

$226.7M

Net assets (EOY)

$226.7M

Plan identifiers

Applied Medical Resources Corp.'s EIN is 33-0269393.

EIN 33-0269393

Plan number 001

Plan year 2024

ACK ID 20251008125712NAL0009801952001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Applied Medical Resources Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Applied Medical Resources Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPLIED MEDICAL RESOURCES CORP..

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Plan sponsor

Name

APPLIED MEDICAL RESOURCES CORP.

EIN

all filings

Address

22872 AVENIDA EMPRESA · RSM, CA · 92688

Phone

(949) 713-8000

Industry

Manufacturing

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. CO. OF AMERICA	84-0467907	—	RECORDKEEPER	$225K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MANAGEMENT	$62K	—
GLOBAL RETIREMENT PARTNERS, LLC

Investments

33 direct securities· $221.2M(98% of reported assets)

Mutual Funds

$157.0M

23 holdings

Other securities

$47.2M

7 holdings

Common Stocks

$13.5M

2 holdings

Bonds / Notes

$3.5M

1 holding

					% of plan
JPMorgan Large Cap Growth R6 Mutual funds	Other securities	—	—	$32.2M	14.2%
Vanguard Institutional Index Instl Mutual funds	Mutual Funds	—	—	$27.9M	12.3%
Fidelity Freedom Index 2035 Instl Prem Mutual funds	Mutual Funds	—	—	$15.7M	6.9%
Guaranteed Portfolio Fund Group annuity contract	Common Stocks	—	—	$13.3M	5.9%
Fidelity Freedom Index 2055 Instl Prem Mutual funds	Mutual Funds	—	—	$13.2M	5.8%
Fidelity Freedom Index 2045 Instl Prem Mutual funds	Mutual Funds	—	—	$11.7M	5.2%
Fidelity Freedom Index 2060 Instl Prem Mutual funds	Mutual Funds	—	—	$9.7M	4.3%
Fidelity Freedom Index 2025 Instl Prem Mutual funds	Mutual Funds	—	—	$9.5M	4.2%
Fidelity Adv Stock Selector Mid Cap A Mutual funds	Mutual Funds	—	—	$8.3M	3.7%
Fidelity Freedom Index 2030 Instl Prem Mutual funds	Mutual Funds	—	—	$7.8M	3.4%
Fidelity Freedom Index 2050 Instl Prem Mutual funds	Mutual Funds	—	—	$7.7M	3.4%
Invesco Comstock R6 Mutual funds	Mutual Funds	—	—	$7.3M	3.2%
Vanguard S&P Small Cap 600 Index I Mutual funds	Mutual Funds	—	—	$7.1M	3.2%
American Funds Europacific Growth R6 Mutual funds	Mutual Funds	—	—	$6.6M	2.9%
Fidelity Freedom Index 2040 Instl Prem Mutual funds	Mutual Funds	—	—	$5.9M	2.6%
American Funds New Perspective R6 Mutual funds	Mutual Funds	—	—	$4.7M	2.1%
Empower Bond Index Inst Mutual funds	Other securities	—	—	$3.8M	1.7%
Notes receivable from participants 5.25% - 10.50%	Bonds / Notes	—	—	$3.5M	1.6%
Empower S&P Mid Cap 400 Index Inst Mutual funds	Other securities	—	—	$3.4M	1.5%
Fidelity Freedom Index 2065 Instl Prem Mutual funds	Mutual Funds	—	—	$3.2M	1.4%
Nuveen Core Plus Bond R6 Mutual funds	Mutual Funds	—	—	$2.9M	1.3%
MFS International Intrinsic Value R6 Mutual funds	Mutual Funds	—	—	$2.4M	1.0%
Fidelity Freedom Index 2020 Instl Prem Mutual funds	Mutual Funds	—	—	$2.2M	1.0%
Empower Multi-Sector Bond Inst Mutual funds	Other securities	—	—	$2.2M	1.0%
American Century Small Cap Growth R6 Mutual funds	Other securities	—	—	$2.2M	1.0%
Columbia Select Mid Cap Value Instl 3 Mutual funds	Other securities	—	—	$1.8M	0.8%
Victory Government Securities I Mutual funds	Other securities	—	—	$1.7M	0.7%
Nuveen Small Cap Select I Mutual funds	Mutual Funds	—	—	$1.5M	0.7%
Fidelity Freedom Index 2015 Instl Prem Mutual funds	Mutual Funds	—	—	$978K	0.4%
Putnam International Capital Opp Y Mutual funds	Mutual Funds	—	—	$680K	0.3%
Unallocated Plan Asset Account Group annuity contract	Common Stocks	—	—	$163K	<0.1%
Fidelity Freedom Index Inc Instl Prem Mutual funds	Mutual Funds	—	—	$141K	<0.1%
Fidelity Freedom Index 2010 Instl Prem Mutual funds	Mutual Funds	—	—	$99K	<0.1%