How big is Advisors Management Group, Inc.'s plan?

Advisors Management Group, Inc.'s plan reported $4.2M in assets and 25 participants for 2024.

Original filing (PDF)20250711114246NAL0017057218001

Advisors Management Group, Inc.

Name: Advisors Management Group, Inc. — Advisors Managemen, Form 5500 (2024)
Creator: Advisors Management Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advisors Management Group, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Advisors Management Group, Inc.'s Advisors Management Group, Inc. 401(k) Profit Sharing Plan held $4.2M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

Advisors Management Group, Inc.'s EIN is 41-1619602.

EIN 41-1619602

Plan number 002

Plan year 2024

ACK ID 20250711114246NAL0017057218001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advisors Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advisors Management Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVISORS MANAGEMENT GROUP, INC..

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score