Back to filter
Original filing (PDF)20260127121915NAL0001458515001
AMI BENEFIT PLAN ADMINISTRATORS, IN
Form 5500-SF
FILING_RECEIVED
AMI 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
17
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
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 AMI BENEFIT PLAN ADMINISTRATORS, IN.
Plan sponsor
Name
AMI BENEFIT PLAN ADMINISTRATORS, IN
EIN
34-1781113
Address
100 TERRA BELLA DRIVE · YOUNGSTOWN, OH · 44505
Phone
(330) 406-9021
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-27
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)
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 Finance & Insurance plans
CONTINENTAL WARRANTY, INC.
CONTINENTAL WARRANTY, INC. 401(K) PROFIT SHARING PLAN
$3.5M · 33 participants
JR BATTLE & COMPANY
J.R. BATTLE & COMPANY 401(K) RETIREMENT SAVINGS PLAN
$3.5M · 2 participants
SUNPOINT PUBLIC ADJUSTERS, INC.
SUNPOINT PUBLIC ADJUSTERS 401(K) PLAN & TRUST
$3.5M · 25 participants
MONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC.
MONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC. 401(K) PROFIT SHARING PLAN
$3.5M · 23 participants
AMERICAN ASSOCIATION OF INSURANCE SERVICES
AMERICAN ASSOCIATION OF INSURANCE SERVICES EMPLOYEES' PENSION PLAN
$3.6M · 5 participants
COAL MINE COMPENSATION RATING BUREAU OF PENNSYLVANIA
COAL MINE COMPENSATION RATING BUREAU OF PA PENSION PLAN
$3.6M · 2 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants