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Original filing (PDF)20251007165906NAL0005087809001

AMPTECH, INC

Form 5500
FILING_RECEIVED
AMPTECH, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
564
Accounts w/ balance
249
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
36 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
87
/ 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
65
Knocking points off
  • No recordkeeper disclosed on Schedule C.
  • Only 44% as many balances as active participants — suggests many active employees aren't deferring.
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 AMPTECH, INC.
Plan sponsor
Name
AMPTECH, INC
EIN
38-2934861
Address
201 GLOCHESKI DRIVE · MANISTEE, MI · 49660
Phone
(586) 321-2231
Industry
Manufacturingsee 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
2025-10-07
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
Trustee phone

Service providers (Schedule C)

No Schedule C providers reported

Investments

4 direct securities · 36 pooled funds· $10.6M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account
$10.0M
36 holdings
Uncategorized
$591K
4 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
LARGE CAP INDEX ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 019
Pooled Separate Account
$1.6M14.7%
2030 TARGET RETIREMENT ACCT III
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 094
Pooled Separate Account
$1.3M12.0%
AGGRESSIVE GROWTH ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 008
Pooled Separate Account
$842K7.9%
EQUITY GROWTH & INCOME ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 015
Pooled Separate Account
$729K6.8%
2040 TARGET RETIREMENT ACCT III
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 096
Pooled Separate Account
$716K6.7%
2045 TARGET RETIREMENT ACCT III
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 097
Pooled Separate Account
$661K6.2%
GUARANTEED FUND * Sentry Life Insurance Company$584K5.5%
CONCENTRATED GROWTH ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 012
Pooled Separate Account
$457K4.3%
2035 TARGET RETIREMENT ACCT III
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 095
Pooled Separate Account
$439K4.1%
GLOBAL LARGE CAP ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 011
Pooled Separate Account
$387K3.6%
SMALL-MID CAP INDEX ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 017
Pooled Separate Account
$378K3.5%
TOTAL STOCK INDEX ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 018
Pooled Separate Account
$278K2.6%
SMALL CAP INDEX ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 016
Pooled Separate Account
$271K2.5%
INTERNATIONAL GROWTH ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 009
Pooled Separate Account
$266K2.5%
2055 TARGET RETIREMENT ACCT III
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 099
Pooled Separate Account
$236K2.2%
SMALL CAP VALUE INDEX ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 054
Pooled Separate Account
$184K1.7%
2020 TARGET RETIREMENT ACCT III
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 092
Pooled Separate Account
$179K1.7%
2050 TARGET RETIREMENT ACCT III
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 098
Pooled Separate Account
$176K1.6%
2060 TARGET RETIREMENT ACCT III
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 100
Pooled Separate Account
$167K1.6%
2025 TARGET RETIREMENT ACCT III
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 093
Pooled Separate Account
$131K1.2%
BALANCED GROWTH ACCOUNT II
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 044
Pooled Separate Account
$129K1.2%
INTERMEDIATE-TERM BOND INDEX ACCOUN
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 115
Pooled Separate Account
$91K0.9%
TIPS INDEX ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 123
Pooled Separate Account
$88K0.8%
BALANCED INCOME ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 007
Pooled Separate Account
$80K0.7%
TARGET RETIREMENT INCOME ACCT III
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 112
Pooled Separate Account
$59K0.6%
GLOBAL REAL ESTATE ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 087
Pooled Separate Account
$57K0.5%
MID-CAP VALUE INDEX ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 052
Pooled Separate Account
$46K0.4%
DIVERSIFIED INCOME ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 004
Pooled Separate Account
$31K0.3%
INTERNATIONAL LARGE GROWTH ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 119
Pooled Separate Account
$24K0.2%
2065 TARGET RETIREMENT ACCT III
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 128
Pooled Separate Account
$19K0.2%
MID-CAP INDEX ACCOUNT II
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 051
Pooled Separate Account
$9K<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.$3K<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.$3K$3K<0.1%
Yes No Amount a$3K<0.1%
2070 TARGET RETIREMENT ACCT III
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 131
Pooled Separate Account
$1K<0.1%
SMALL CAP BLEND ACCOUNT II
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 025
Pooled Separate Account
$0<0.1%
2015 TARGET RETIREMENT ACCT III
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 091
Pooled Separate Account
$0<0.1%
GROWTH &AMP; INCOME ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 002
Pooled Separate Account
$0<0.1%
CAPITAL APPRECIATION ACCOUNT
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 001
Pooled Separate Account
$0<0.1%
SHORT-TERM INVESTMENT ACCOUNT II
SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 089
Pooled Separate Account
$0<0.1%

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