· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ASSOCIATION MANAGEMENT STRATEGIES, INC. — ASSOCIATION MANAGEMENT STRATEGIES, INC. 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251003125048NAL0002317680001
ASSOCIATION MANAGEMENT STRATEGIES, INC.
Form 5500-SF
FILING_RECEIVED
ASSOCIATION MANAGEMENT STRATEGIES, INC. 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
54
Accounts w/ balance
103
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ASSOCIATION MANAGEMENT STRATEGIES, INC.
.
Find decision makers
Plan sponsor
Name
ASSOCIATION MANAGEMENT STRATEGIES, INC.
EIN
52-2219264
Address
1800 M STREET, NW, SUITE 400S · WASHINGTON, DC · 20036
Phone
(202) 495-3136
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
ACCOUNTING FULFILLMENT SERVICES, LLC.
AFS 401(K) PROFIT SHARING PLAN
$7.1M · 242 participants
KARA CO., INC.
KARA CO., INC. 401(K) PROFIT SHARING PLAN
$7.1M · 10 participants
ELECTROMAGNETIC SYSTEMS, INC.
ELECTROMAGNETIC SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
$7.1M · 25 participants
AXPO US LLC
AXPO US LLC 401(K) PROFIT SHARING PLAN & TRUST
$7.1M · 32 participants
RISETIME, INC.
RISETIME EMPLOYEES' 401(K) AND PROFIT SHARING PLAN TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$7.1M · 30 participants
DIVERSIFIED TECHNICAL SERVICES, INC.
DIVERSIFIED TECHNICAL SERVICES, INC. 401(K) PLAN
$7.1M · 36 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants
