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Original filing (PDF)20251014163858NAL0001658675001
AMPLIFY ENERGY SERVICES LLC
Form 5500
FILING_RECEIVED
AMPLIFY ENERGY SERVICES LLC 401(K) PLAN
401(k) retirement plan
Active participants
231
Accounts w/ balance
250
Plan assets (EOY)
$37.9M
Net assets (EOY)
$37.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMPLIFY ENERGY SERVICES LLC.
Plan sponsor
Name
AMPLIFY ENERGY SERVICES LLC
EIN
38-4001887
Address
500 DALLAS ST · SUITE 1700 · HOUSTON, TX · 77002
Phone
(832) 219-9050
Industry
Mining, Quarrying, Oil & Gassee 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
2025-10-14
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
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN,PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $6K | — |
Investments
24 direct securities · 1 pooled fund· $37.9M(100% 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.
Uncategorized
$36.9M
24 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FUND MUTUAL FUNDS | — | — | $3.9M | $5.7M | 15.1% | |
| AMERICAN FUNDS 2045 TARGET R6 MUTUAL FUNDS | — | — | $2.8M | $3.1M | 8.2% | |
| AMERICAN FUNDS 2035 TARGET R6 MUTUAL FUNDS | — | — | $2.5M | $2.6M | 7.0% | |
| JP MORGAN LARGE CAP GROWTH R6 MUTUAL FUNDS | — | — | $1.9M | $2.4M | 6.4% | |
| AMERICAN FUNDS 2025 TARGET R6 MUTUAL FUNDS | — | — | $2.4M | $2.4M | 6.3% | |
| FIDELITY MID CAP INDEX MUTUAL FUNDS | — | — | $1.8M | $2.2M | 5.7% | |
| PUTNAM LARGE CAP VALUE FUND Y MUTUAL FUNDS | — | — | $1.7M | $2.0M | 5.2% | |
| AMERICAN BALANCED FUND CL R6 MUTUAL FUNDS | — | — | $1.4M | $1.6M | 4.1% | |
| AMERICAN FUNDS 2040 TARGET R6 MUTUAL FUNDS | — | — | $1.4M | $1.6M | 4.1% | |
| AMERICAN FUNDS 2030 TARGET R6 MUTUAL FUNDS | — | — | $1.5M | $1.5M | 4.0% | |
| AMERICAN FUNDS 2050 TARGET R6 MUTUAL FUNDS | — | — | $1.4M | $1.5M | 4.0% | |
| BAIRD AGGREGATE BOND FD INSTL MUTUAL FUNDS | — | — | $1.4M | $1.3M | 3.4% | |
| MFS INTERNATIONAL EQUITY CL R6 MUTUAL FUNDS | — | — | $1.2M | $1.3M | 3.4% | |
| FIDELITY TOTAL INTL INDX FD MUTUAL FUNDS | — | — | $1.2M | $1.2M | 3.2% | |
| VANGUARD EXPLORER FUND MUTUAL FUNDS | — | — | $1.1M | $1.2M | 3.1% | |
| AMERICAN FUNDS 2020 TARGET R6 MUTUAL FUNDS | — | — | $1.2M | $1.2M | 3.1% | |
| VICTORY SYCAMORE EST VAL FD I MUTUAL FUNDS | — | — | $1.0M | $1.1M | 2.8% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | $1.1M | $1.1M | 2.8% | |
| AMERICAN FUNDS 2055 TARGET R6 MUTUAL FUNDS | — | — | $899K | $999K | 2.6% | |
| FIDELITY SMALL CAP INDEX FUND MUTUAL FUNDS | — | — | $826K | $925K | 2.4% | |
| LOAN FUND LOANS | — | — | $783K | $783K | 2.1% | |
| AMERICAN CENTURY SML CP VAL R6 MUTUAL FUNDS | — | — | $178K | $178K | 0.5% | |
| FIDELITY US BOND INDEX FUND MUTUAL FUNDS | — | — | $182K | $175K | 0.5% | |
| ACCRUED INCOME ACCRUED INCOME 29 MERRILL LYNCH BANK DEPOSIT CERT OF DEPOSIT / BANK DEPOSIT | — | — | $38K | $38K | 0.1% | |
| BNY MELLON SML MID CAP GRTH I MUTUAL FUNDS | — | — | $28K | $30K | <0.1% |
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