Bradley Stevenson signed AMS Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AMS Group Inc.'s EIN is 45-2981735.
Download the official 2024 Form 5500 (PDF) for AMS Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AMS Group Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | — | ALISO VIEJO, CA | NONE | $9K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE RETIRE R1 GREAT GRAY TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $789K | 25.5% | |
| FLEXPATH INDEX MODERATE 2055 R1 GREAT GRAY TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $586K | 18.9% | |
| FLEXPATH INDEX MODERATE 2045 R1 GREAT GRAY TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $394K | 12.7% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY TRUST · EIN 20-3802168 / PN 101 | Common Collective Trust | — | — | $367K | 11.8% | |
| FLEXPATH INDEX MODERATE 2035 R1 GREAT GRAY TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $195K | 6.3% | |
| LARGE CAP VALUE I1 GREAT GRAY TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $115K | 3.7% | |
| FLEXPATH INDEX AGGRESSIVE 2045 R1 GREAT GRAY TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $84K | 2.7% | |
| LARGE CAP GROWTH FUND III CL I1 GREAT GRAY TRUST · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $82K | 2.7% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $73K | 2.4% | |
| FLEXPATH INDEX AGGRESSIVE 2055 R1 GREAT GRAY TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $72K | 2.3% | |
| FLEXPATH INDEX MODERATE 2065 R1 GREAT GRAY TRUST · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $63K | 2.0% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | Common Collective Trusts | — | — | $42K | 1.4% | |
| FLEXPATH INDEX AGGRESSIVE 2035 R1 GREAT GRAY TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $37K | 1.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $37K | 1.2% | |
| SMALL CAP VALUE III I1 GREAT GRAY TRUST · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $30K | 1.0% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $25K | 0.8% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $23K | 0.7% | |
| PIMCO Income Instl PIMCO 0 | Mutual Funds | — | — | $19K | 0.6% | |
| CL) STABLE VALUE FUND CL I1 GREAT GRAY TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $14K | 0.5% | |
| FLEXPATH INDEX CONSERVATIVE RETIRE GREAT GRAY TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $12K | 0.4% | |
| FLEXPATH INDEX AGGRESSIVE 2065 R1 GREAT GRAY TRUST · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $10K | 0.3% | |
| FLEXPATH INDEX CONSERVATIVE 2035 R1 GREAT GRAY TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $9K | 0.3% | |
| INTERNATIONAL EQUITY I1 GREAT GRAY TRUST · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $9K | 0.3% | |
| FLEXPATH INDEX AGGRESSIVE RETIRE R1 GREAT GRAY TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $8K | 0.2% | |
| CORE PLUS BOND I1 GREAT GRAY TRUST · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $2K | <0.1% | |
| SMALL CAP GROWTH II I1 GREAT GRAY TRUST · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $1K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2055 R1 GREAT GRAY TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $127 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2065 R1 GREAT GRAY TRUST · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $114 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2025 R1 GREAT GRAY TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGG 2065 FUND CL R1 GREAT GRAY TRUST · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 R1 GREAT GRAY TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
