M. Gregory Morris signed AMG, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AMG, Inc.'s EIN is 54-1044632.
Download the official 2024 Form 5500 (PDF) for AMG, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AMG, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST | 61-1381380 | — | NONE | $32K | — |
| FINANCIAL DESIGNS, INC. | 54-1326454 | — | NONE | $26K | — |
| HCI-EBS, INC. | 52-2061078 | — | NONE | $2K | — |
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.
| % of plan | |||
|---|---|---|---|
| UNIFIED TRUST STABLE VALUE MASTER T AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | $0 | — |
