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Original filing (PDF)20250917050441NAL0000162896001
AMERICAN MINE RESEARCH
Form 5500
FILING_RECEIVED
AMR-PEMCO, ERM, CMS 401(K) PLAN
401(k) retirement plan
Active participants
258
Accounts w/ balance
291
Plan assets (EOY)
$16.2M
Net assets (EOY)
$16.2M
How this plan invests
This plan
1 pooled trust
Schedule D
39 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
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN MINE RESEARCH.
Plan sponsor
Name
AMERICAN MINE RESEARCH
EIN
55-0560747
Address
12187 N SCENIC HWY · ROCKY GAP, VA · 24366
Phone
(276) 245-1118
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
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
SMITH LEONARD PLLC
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 | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH LEONARD PLLC | 20-5907591 | — | ACCOUNTANT | $5K | — |
Investments
38 direct securities · 1 pooled fund· $15.9M(98% 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.
Registered Investment Companies
$14.3M
38 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY BLUE CHIP GROWTH FUND | Registered Investment Companies | — | — | $2.2M | 13.5% | |
| FIDELITY FREEDOM 2040 FUND | Registered Investment Companies | — | — | $1.8M | 10.8% | |
| METLIFE REL ST VAL 25053 - 25 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.6M | 10.0% | |
| FIDELITY FREEDOM 2035 FUND | Registered Investment Companies | — | — | $1.1M | 7.1% | |
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $1.0M | 6.3% | |
| FIDELITY FREEDOM 2050 FUND | Registered Investment Companies | — | — | $633K | 3.9% | |
| FIDELITY FREEDOM 2045 FUND | Registered Investment Companies | — | — | $550K | 3.4% | |
| FIDELITY FREEDOM 2025 FUND | Registered Investment Companies | — | — | $519K | 3.2% | |
| FIDELITY FREEDOM 2020 FUND | Registered Investment Companies | — | — | $508K | 3.1% | |
| FIDELITY GROWTH STRATEGIES FD | Registered Investment Companies | — | — | $431K | 2.7% | |
| FIDELITY GROWTH COMPANY FUND | Registered Investment Companies | — | — | $417K | 2.6% | |
| FIDELITY OTC PORTFOLIO | Registered Investment Companies | — | — | $406K | 2.5% | |
| FIDELITY VALUE FUND | Registered Investment Companies | — | — | $399K | 2.5% | |
| FIDELITY FREEDOM 2030 FUND | Registered Investment Companies | — | — | $356K | 2.2% | |
| FIDELITY FREEDOM 2060 FUND | Registered Investment Companies | — | — | $344K | 2.1% | |
| FIDELITY FREEDOM 2055 FUND | Registered Investment Companies | — | — | $342K | 2.1% | |
| FIDELITY SHORT TERM BOND FUND | Registered Investment Companies | — | — | $311K | 1.9% | |
| FIDELITY OVERSEAS FUND | Registered Investment Companies | — | — | $296K | 1.8% | |
| FIDELITY FOCUSED STOCK | Registered Investment Companies | — | — | $259K | 1.6% | |
| MFS VALUE FUND - R3 | Registered Investment Companies | — | — | $254K | 1.6% | |
| FIDELITY PURITAN FUND | Registered Investment Companies | — | — | $248K | 1.5% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $227K | 1.4% | |
| FIDELITY CONTRAFUND | Registered Investment Companies | — | — | $179K | 1.1% | |
| FIDELITY FREEDOM INCOME FUND | Registered Investment Companies | — | — | $179K | 1.1% | |
| FIDELITY FREEDOM 2010 FUND | Registered Investment Companies | — | — | $174K | 1.1% | |
| FIDELITY LOW-PRICED STOCK FND | Registered Investment Companies | — | — | $164K | 1.0% | |
| JP MORGAN GOV BOND I | Registered Investment Companies | — | — | $141K | 0.9% | |
| FIDELITY INVESTMENT GRADE BOND | Registered Investment Companies | — | — | $133K | 0.8% | |
| PIM RAE US SM A | Registered Investment Companies | — | — | $123K | 0.8% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $120K | 0.7% | |
| FIDELITY MID-CAP STOCK FUND | Registered Investment Companies | — | — | $111K | 0.7% | |
| FIDELITY FREEDOM 2015 FUND | Registered Investment Companies | — | — | $90K | 0.6% | |
| COLUMBIA SM CAP IDX A | Registered Investment Companies | — | — | $57K | 0.4% | |
| FID GLOBAL EX US INDEX | Registered Investment Companies | — | — | $54K | 0.3% | |
| FID US BOND IND | Registered Investment Companies | — | — | $54K | 0.3% | |
| AMERICAN FUNDS NEW WRLD - R4 | Registered Investment Companies | — | — | $49K | 0.3% | |
| WASATCH ULTRA GROWTH INV | Registered Investment Companies | — | — | $45K | 0.3% | |
| FIDELITY REAL ESTATE INV PORT | Registered Investment Companies | — | — | $31K | 0.2% | |
| BNYM EQUITY INCOME FUND - I | Registered Investment Companies | — | — | $1K | <0.1% |
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