Back to filter
Original filing (PDF)20251015171911NAL0002695203001
AMPORTS, INC.
Form 5500
FILING_RECEIVED
AMPORTS 401(K) PLAN
401(k) retirement plan
Active participants
579
Accounts w/ balance
487
Plan assets (EOY)
$26.4M
Net assets (EOY)
$26.4M
How this plan invests
This plan
23 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMPORTS, INC..
Plan sponsor
Name
AMPORTS, INC.
EIN
52-1972572
Address
10060 SKINNER LAKE DRIVE · 2ND FLOOR · JACKSONVILLE, FL · 32246
Phone
(904) 855-2933
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
PIVOT CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $39K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | CONSULTANT | $40K | — |
Investments
23 direct securities· $25.7M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TROWE PRICE ALLCAP OPPS INV | Registered Investment Companies | — | — | $3.8M | 14.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.5M | 9.3% | |
| AMG YACKTMAN I | Registered Investment Companies | — | — | $2.5M | 9.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.4M | 9.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.5M | 5.5% | |
| HARTFORD SCH CORE FIXED INC Y | Registered Investment Companies | — | — | $1.3M | 5.1% | |
| FIDELITY GOVERNMENT MONEY MRKT | Registered Investment Companies | — | — | $1.3M | 5.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.1M | 4.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.1M | 4.3% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $998K | 3.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $985K | 3.7% | |
| FID US BOND IND | Registered Investment Companies | — | — | $819K | 3.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $809K | 3.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $774K | 2.9% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $750K | 2.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $685K | 2.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $675K | 2.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $643K | 2.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $586K | 2.2% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $220K | 0.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $139K | 0.5% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $54K | 0.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $12K | <0.1% |
Related plans
Other plans using GALLAGHER BENEFIT SERVICES
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
THE NEW YORK AND PRESBYTERIAN HOSPITAL
NEWYORK-PRESBYTERIAN PENSION PLAN
$2.5B · 19,908 participants
BOARD OF TRUSTEES OF 1199SEIU NBF HEALTH AND HUMAN SERVICE EMPLOYEES
1199SEIU NATIONAL BENEFIT FUND FOR HEALTH & HUMAN SERVICE EMPLOYEES
$1.6B · 116,828 participants
TRUSTEES OF UNITE HERE HEALTH
UNITE HERE HEALTH
$1.4B · 126,506 participants
MUFG BANK, LTD.
MUFG BANK, LTD. RETIREMENT PLAN
$1.1B · 4,560 participants
REXEL USA, INC.
REXEL USA, INC. SECTION 401(K) SAVINGS PLAN
$972.5M · 7,235 participants
Similar-size Transportation & Warehousing plans
EXEL INC.
EXEL 401(K) SAVINGS PLAN
$27.0M · 512 participants
AUTOMOTIVE PETROLEUM & ALLIED INDUSTRIES EMPLOYEES WELFARE FUND
AUTOMOTIVE, PETROLEUM & ALLIED INDUSTRIES EMPLOYEE WELFARE FUND
$28.1M · 824 participants
AMERICAN PUBLIC TRANSPORTATION ASSO
AMERICAN PUBLIC TRANSPORTATION ASSOCIATION TAX DEFERRED SAVINGS PLAN
$28.7M · 68 participants
PLATFORM SCIENCE, INC.
PLATFORM SCIENCE, INC. 401(K) PLAN
$24.0M · 318 participants
BREN-TRONICS, INC.
BREN-TRONICS, INC. 401(K) PROFIT SHARING PLAN
$29.5M · 249 participants
RI SHIPPING ASSN INTL LONGSHOREMEN' ASSN ANNUITY FUND, BOARD OF TRUSTE
RI SHIPPING ASSN INTL LONGSHOREMEN'S ASSN ANNUITY FUND
$22.6M · 138 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants