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Original filing (PDF)20251015104953NAL0009172386001
AMI BENEFIT PLAN ADMINISTRATORS, INC.
Form 5500
FILING_RECEIVED
AUTOMEP OPEN MULTIPLE EMPLOYER 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,456
Accounts w/ balance
1,279
Plan assets (EOY)
$46.9M
Net assets (EOY)
$46.9M
How this plan invests
This plan
69 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- 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, INC..
Plan sponsor
Name
AMI BENEFIT PLAN ADMINISTRATORS, INC.
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2W · Pooled employer plan (PEP)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HD DAVIS CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
69 direct securities· $46.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| N/A BlackRock Equity Index Fund Mutual funds | — | — | — | $4.2M | 9.0% | |
| N/A Flexpath Index Moderate 2035 Fund (R1) Mutual funds | — | — | — | $4.1M | 8.7% | |
| N/A Flexpath Index Moderate 2045 Fund (R1) Mutual funds | — | — | — | $3.7M | 7.8% | |
| N/A Flexpath Index Moderate Retirement Fund Mutual funds | — | — | — | $3.4M | 7.2% | |
| N/A International Stock CI R1 Mutual funds ** 249 N/A Flexpath Index Aggressive 2035 Fund (R1) Mutual funds | — | — | — | $2.6M | 5.6% | |
| N/A Flexpath Index Moderate 2055 Fund (R1) Mutual funds | — | — | — | $2.5M | 5.4% | |
| N/A Vanguard Target Retirement 2040 Fund Mutual funds | — | — | — | $2.0M | 4.2% | |
| N/A Flexpath Index Aggressive 2045 Fund (R1) Mutual funds | — | — | — | $1.9M | 4.0% | |
| N/A Flexpath Index Aggressive 2055 Fund (R1) Mutual funds | — | — | — | $1.8M | 3.9% | |
| N/A JP Morgan Large Cap Growth R6 Mutual funds | — | — | — | $1.6M | 3.5% | |
| N/A Vanguard Target Retirement 2035 Fund Mutual funds | — | — | — | $1.5M | 3.2% | |
| N/A Vanguard Target Retirement 2045 Fund Mutual funds | — | — | — | $1.3M | 2.7% | |
| N/A Vanguard Target Retirement 2055 Fund Mutual funds | — | — | — | $1.1M | 2.4% | |
| N/A Dimensional 2040 Target Date Ret Inc. Mutual funds | — | — | — | $1.1M | 2.3% | |
| N/A Vanguard Target Retirement 2050 Fund Mutual funds | — | — | — | $897K | 1.9% | |
| N/A Vanguard Target Retirement 2065 Fund Mutual funds | — | — | — | $836K | 1.8% | |
| N/A Vanguard Target Retirement 2030 Fund Mutual funds | — | — | — | $720K | 1.5% | |
| N/A Vanguard Target Retirement 2060 Fund Mutual funds | — | — | — | $706K | 1.5% | |
| N/A International Growth Fund II (R1) Mutual funds | — | — | — | $683K | 1.5% | |
| N/A Dimensional 2050 Target Date Ret Inc. Mutual funds | — | — | — | $665K | 1.4% | |
| N/A Principal MidCap S&P 400 Index (I) Mutual funds | — | — | — | $605K | 1.3% | |
| N/A Vanguard Mid-Cap Value Index Fund (Adm) Mutual funds | — | — | — | $532K | 1.1% | |
| N/A Flexpath Index Aggr Retirement Fund (R1) Mutual funds | — | — | — | $525K | 1.1% | |
| N/A Large Cap Value Fund R1 Mutual funds | — | — | — | $513K | 1.1% | |
| N/A Schwab Total Stock Market Index Fund Mutual funds | — | — | — | $502K | 1.1% | |
| N/A T. Rowe Price Integrated U.S. Small Cap Growth Equity Mutual funds | — | — | — | $493K | 1.1% | |
| N/A iShares Russell 2000 Small Cap Idx Fund Mutual funds | — | — | — | $476K | 1.0% | |
| N/A Dimensional 2030 Target Date Ret Inc. Mutual funds | — | — | — | $431K | 0.9% | |
| N/A BlackRock EAFE Equity Index Fund Mutual funds | — | — | — | $395K | 0.8% | |
| N/A Flexpath Index Conservative Retirement Fund Mutual funds | — | — | — | $324K | 0.7% | |
| N/A Flexpath Index Conservative 2045 Fund (R1) Mutual funds | — | — | — | $319K | 0.7% | |
| N/A Vanguard Growth Index Fund (Adm) Mutual funds | — | — | — | $282K | 0.6% | |
| N/A Flexpath Index Conservative 2035 Fund (R1) Mutual funds | — | — | — | $278K | 0.6% | |
| N/A JP Morgan Mid Cap Growth R6 Mutual funds | — | — | — | $275K | 0.6% | |
| N/A Vanguard Target Retirement 2025 Fund Mutual funds | — | — | — | $274K | 0.6% | |
| N/A BlackRock U.S. Debt Index Fund Mutual funds | — | — | — | $261K | 0.6% | |
| N/A Flexpath Index Moderate 2065 Fund (R1) Mutual funds | — | — | — | $259K | 0.6% | |
| N/A Vanguard Short-Term Bond Index ETF Mutual funds | — | — | — | $240K | 0.5% | |
| N/A MassMutual Mid Cap Growth Fund (I) Mutual funds ** 58 N/A Schwab U.S. TIPS ETF Mutual funds | — | — | — | $236K | 0.5% | |
| Notes receivable from participants (Interest at 4.25% - 8.25%) | — | — | — | $221K | 0.5% | |
| N/A Flexpath Index Conservative 2055 Fund (R1) Mutual funds | — | — | — | $219K | 0.5% | |
| N/A Dimensional 2020 Target Date Ret Inc. Mutual funds | — | — | — | $157K | 0.3% | |
| N/A iShares Russell Mid-Cap Growth ETF Mutual funds | — | — | — | $154K | 0.3% | |
| N/A Core Bond Fund (R1) Mutual funds ** 561 N/A Victory Sycamore Small Co. Opportunity Fund I Mutual funds | — | — | — | $150K | 0.3% | |
| N/A Vanguard Mid Cap Index Fund ETF Mutual funds | — | — | — | $142K | 0.3% | |
| N/A Deposit Management Program Mutual funds | — | — | — | $139K | 0.3% | |
| N/A iShares Msci Eafe Growth ETF Fund Mutual funds | — | — | — | $137K | 0.3% | |
| N/A DFA Intl. Small Cap Value Portfolio (I) Mutual funds | — | — | — | $127K | 0.3% | |
| N/A BlackRock Advantage Small Cap Core Fund Mutual funds | — | — | — | $117K | 0.2% | |
| N/A Flexpath Index Conservative 2065 Fund (R1) Mutual funds | — | — | — | $107K | 0.2% | |
| N/A iShares S&P 500 Value ETF Mutual funds | — | — | — | $100K | 0.2% | |
| N/A DFA Inflation-Protected Securities Portfolio Inst. Class Mutual funds N/A 10 N/A WisdomTree Intl. MidCap Dividend ETF Mutual funds | — | — | — | $93K | 0.2% | |
| N/A Fidelity Small Cap Growth Fund Mutual funds | — | — | — | $90K | 0.2% | |
| N/A Flexpath Stable Value Fund (R1) Mutual funds | — | — | — | $77K | 0.2% | |
| N/A Flexpath Index Aggressive 2065 Fund (R1) Mutual funds | — | — | — | $56K | 0.1% | |
| N/A Vanguard Growth and Income Fund Admiral Mutual funds | — | — | — | $55K | 0.1% | |
| N/A iShares Growth ETF Fund Mutual funds | — | — | — | $34K | <0.1% | |
| N/A iShares Russell 2000 Value ETF Mutual funds | — | — | — | $25K | <0.1% | |
| N/A Vanguard Target Retirement 2070 Fund Mutual funds | — | — | — | $19K | <0.1% | |
| N/A Vanguard Target Retirement 2020 Fund Mutual funds | — | — | — | $19K | <0.1% | |
| N/A Vanguard Target Retirement Income Fund Mutual funds | — | — | — | $17K | <0.1% | |
| N/A Principlal Midcap Value I Mutual funds | — | — | — | $14K | <0.1% | |
| N/A Small Cap Value Fund II Fee Class R1 Mutual funds | — | — | — | $6K | <0.1% | |
| N/A AB Relative Value Fund Advisor Class Mutual funds | — | — | — | $5K | <0.1% | |
| N/A Mid Cap Value Fund Fee Class R1 Mutual funds | — | — | — | $5K | <0.1% | |
| N/A Vanguard Total Bond Market Index Fund ETF Mutual funds | — | — | — | $4K | <0.1% | |
| N/A iShares Russell Mid-Cap Value ETF Mutual funds | — | — | — | $3K | <0.1% | |
| N/A Large Cap Growth Fund III CI R1 Mutual funds | — | — | — | $3K | <0.1% | |
| Mid Atlantic Master Cash Account Mutual funds | — | — | — | $3K | <0.1% |
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