Back to filter
Original filing (PDF)20251014145955NAL0006466770001
AML RIVERSIDE, LLC
Form 5500
FILING_RECEIVED
AML RIVERSIDE, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
213
Accounts w/ balance
230
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
17 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AML RIVERSIDE, LLC.
Plan sponsor
Name
AML RIVERSIDE, LLC
EIN
47-3864075
Address
141 E. RIVERSIDE DR. · FT. DODGE, IA · 50501
Phone
(732) 205-0192
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $46K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV PARTICIPANTS | $0 | — |
Investments
27 direct securities · 17 pooled funds· $27.1M(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
$14.8M
27 holdings
Common Collective Trust
$11.7M
13 holdings
Pooled Separate Account
$525K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Lifetime Hybrid 2035 Common collective trust | — | — | — | $2.5M | 16.4% | |
| PRIN LIFE TIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.5M | 16.4% | |
| Principal Lifetime Hybrid 2045 Common collective trust | — | — | — | $2.1M | 13.8% | |
| PRIN LIFE TIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.1M | 13.8% | |
| Principal Lifetime Hybrid 2040 Common collective trust | — | — | — | $2.0M | 13.5% | |
| PRIN LIFE TIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.0M | 13.5% | |
| Principal Lifetime Hybrid 2025 Common collective trust | — | — | — | $1.5M | 10.0% | |
| PRIN LIFE TIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.5M | 10.0% | |
| Principal Lifetime Hybrid 2050 Common collective trust | — | — | — | $989K | 6.6% | |
| PRIN LIFE TIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $989K | 6.6% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $915K | 6.1% | |
| Principal Lifetime Hybrid 2030 Common collective trust | — | — | — | $816K | 5.4% | |
| PRIN LIFE TIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $816K | 5.4% | |
| Principal Lifetime Hybrid 2055 Common collective trust | — | — | — | $812K | 5.4% | |
| PRIN LIFE TIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $812K | 5.4% | |
| Principal Lifetime Hybrid 2060 Common collective trust | — | — | — | $408K | 2.7% | |
| PRIN LIFE TIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $408K | 2.7% | |
| Principal Lifetime Hybrid 2020 Common collective trust | — | — | — | $375K | 2.5% | |
| PRIN LIFE TIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $375K | 2.5% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $354K | 2.4% | |
| Principal Large Cap Growth Pooled separate account | — | — | — | $284K | 1.9% | |
| PRIN LARGECAP GROWTH PRINICIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $284K | 1.9% | |
| MFS International Growth Fund R6 Mutual fund | — | — | — | $273K | 1.8% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $239K | 1.6% | |
| Participants Notes receivable from participants (4.25% to 9.50%) | — | — | — | $235K | 1.6% | |
| Invesco Discovery Mid Cap Growth Fund R6 Mutual fund | — | — | — | $183K | 1.2% | |
| PRIN EQUITY INCOME SA-Z PRINICIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $146K | 1.0% | |
| JP Morgan Small Cap Value Fund R6 Mutual fund | — | — | — | $139K | 0.9% | |
| Principal Lifetime Hybrid 2065 Common collective trust | — | — | — | $129K | 0.9% | |
| PRIN LIFE TIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $129K | 0.9% | |
| Principal Lifetime Hybrid 2015 Common collective trust | — | — | — | $119K | 0.8% | |
| PRIN LIFE TIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $119K | 0.8% | |
| Hartford International Opportunities Fund R6 Mutual fund | — | — | — | $107K | 0.7% | |
| Lord Abbett Developing Growth Fund R6 Mutual fund | — | — | — | $100K | 0.7% | |
| DFA US Vector Equity Portfolio Institutional Fund Mutual fund | — | — | — | $98K | 0.7% | |
| Principal Fixed Income Guaranteed Option Fixed income guaranteed option | — | — | — | $73K | 0.5% | |
| Principal Core Fixed Income Pooled separate account | — | — | — | $60K | 0.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINICIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $60K | 0.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINICIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $35K | 0.2% | |
| American Funds American High-Income Trust R6 Mutual fund | — | — | — | $20K | 0.1% | |
| Principal Lifetime Hybrid Income Common collective trust | — | — | — | $10K | <0.1% | |
| PRIN LIFE TIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $10K | <0.1% | |
| Principal Lifetime Hybrid 2070 Common collective trust | — | — | — | $1K | <0.1% | |
| PRIN LIFE TIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $1K | <0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Manufacturing plans
IMMUNOCORE LLC
IMMUNOCORE 401(K) SAVINGS PLAN
$15.0M · 148 participants
CURIA GLOBAL INC.
ORGANICHEM CORPORATION RETIREMENT PLAN
$15.1M · 20 participants
EMPOWER CLINIC SERVICES LLC
EMPOWER PHARMACY 401(K) PLAN
$14.9M · 1,132 participants
MURAL ONCOLOGY, INC.
MURAL ONCOLOGY INC. 401(K) PLAN
$14.8M · 109 participants
ASSERTIO MANAGEMENT, LLC
ASSERTIO MANAGEMENT, LLC 401(K) RETIREMENT PLAN
$14.8M · 29 participants
AMERICAN LABORATORIES HOLDINGS, LLC
ALI 401(K) PROFIT SHARING PLAN
$15.3M · 120 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B