Original filing (PDF)20251015121900NAL0009177650002

AMB GROUP, LLC

Name: AMB GROUP, LLC — BFOB 401(K) PLAN, Form 5500 (2024)
Creator: AMB GROUP, LLC

Form 5500

FILING_RECEIVED

BFOB 401(K) PLAN

401(k) retirement plan

Active participants

1,112

Accounts w/ balance

1,087

Plan assets (EOY)

$93.5M

Net assets (EOY)

$93.5M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

26 bps in Schedule C fees — 61% above peer band of 16 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMB GROUP, LLC.

Plan sponsor

Name

AMB GROUP, LLC

EIN

58-2602226

Address

1 AMB DRIVE NW · ATLANTA, GA · 30313

Phone

(470) 768-2677

Industry

Arts, Entertainment, Recreationsee 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

2025-10-15

Pension benefit codes

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

BENNETT THRASHER

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$116K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GALLAGHER FIDUCIARY ADVISORS	36-4291971	—	ADVISOR	$102K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL FINANCIAL SERVICES	04-3523567	—	SECURITIES BROKER	$0	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENNETT THRASHER	58-1673613	—	AUDITOR	$23K	—

Investments

30 direct securities· $93.4M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
T. Rowe Price Ret 2040 I 474,104 #	—	—	—	$14.5M	15.5%
T. Rowe Price Ret 2045 I 511,372 #	—	—	—	$11.4M	12.2%
Fidelity 500 Index 43,945 #	—	—	—	$9.0M	9.6%
T. Rowe Price Ret 2030 I 286,119 #	—	—	—	$7.3M	7.8%
T. Rowe Price Ret 2050 I 373,609 #	—	—	—	$7.1M	7.6%
T. Rowe Price Ret 2055 I 352,072 #	—	—	—	$7.0M	7.5%
T. Rowe Price Ret 2035 I 271,193 #	—	—	—	$5.7M	6.1%
T. Rowe Price Ret 2060 I 225,418 #	—	—	—	$3.7M	4.0%
T. Rowe Price Ret 2025 I 214,537 #	—	—	—	$3.6M	3.8%
Transamerica Guaranteed Investment Option - #	—	—	—	$2.6M	2.8%
Vanguard Mid Cap Index Adm 7,820 #	—	—	—	$2.6M	2.7%
Vanguard Total Intl Stock Index Adm 75,726 #	—	—	—	$2.4M	2.6%
AB Lg Cap Gr Z 21,656 #	—	—	—	$2.4M	2.5%
Vanguard Total Bd Mkt Index Adm 188,250 #	—	—	—	$1.8M	1.9%
Fidelity Adv Intl Gr Z 72,345 #	—	—	—	$1.4M	1.5%
Fidelity Small Cap Index 51,621 #	—	—	—	$1.4M	1.5%
JPMorgan Mid Cap Gr R6 26,286 #	—	—	—	$1.4M	1.5%
Dodge & Cox Stock I 5,180 #	—	—	—	$1.3M	1.4%
Participants Notes Receivable with interest rates of 3.25% to 8.50%	—	—	—	$1.1M	1.2%
AB Small Cap Gr Z 14,259 #	—	—	—	$1.1M	1.1%
T. Rowe Price T. Rowe Price Ret 2065 I	—	—	—	$919K	1.0%
T. Rowe Price Ret 2020 I 47,195 #	—	—	—	$877K	0.9%
Fidelity Adv Total Bd Z 83,612 #	—	—	—	$785K	0.8%
DFA Infl-Prtctd Sec I 68,298 #	—	—	—	$735K	0.8%
MFS Mid Cap Val R6 16,970 #	—	—	—	$539K	0.6%
T. Rowe Price Ret 2015 I 30,076 #	—	—	—	$378K	0.4%
Macquarie Small Cap Val R6 4,459 #	—	—	—	$312K	0.3%
T. Rowe Price Ret 2010 I 4,881 #	—	—	—	$74K	<0.1%
State Street Instl US Govt Money Market Premier 49,493 #	—	—	—	$66K	<0.1%
T. Rowe Price Ret 2005 I 573 #	—	—	—	$7K	<0.1%