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Original filing (PDF)20251015090609NAL0002060531001
AAMP OF FLORIDA, INC
Form 5500
FILING_RECEIVED
AAMP GLOBAL 401K PLAN
401(k) retirement plan
Active participants
143
Accounts w/ balance
234
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 97% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AAMP OF FLORIDA, INC.
Plan sponsor
Name
AAMP OF FLORIDA, INC
EIN
59-2901317
Address
9620 EXECUTIVE CENTER DRIVE N · SUITE 200 · ST. PETERSBURG, FL · 33702
Phone
(813) 760-4479
Industry
Wholesale Tradesee 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
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)
Audit & trust (Schedule H)
Auditor
RSM US LLP
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 |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $25K | — |
Investments
32 direct securities · 1 pooled fund· $11.2M(99% 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
$11.0M
32 holdings
Common Collective Trust
$112K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.6M | 14.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 11.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $774K | 6.9% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $756K | 6.7% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $750K | 6.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $722K | 6.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $660K | 5.9% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $658K | 5.8% | |
| FEDERATED MDT MDCP GR R6 | Registered Investment Companies | — | — | $497K | 4.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $467K | 4.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $457K | 4.1% | |
| JANUS HENDERSON FLEX BD N | Registered Investment Companies | — | — | $376K | 3.3% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $362K | 3.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $292K | 2.6% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $263K | 2.3% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $209K | 1.9% | |
| VOYA GNMA INCOME FUND CL I | Registered Investment Companies | — | — | $180K | 1.6% | |
| NEUBERGER BERMAN STRAT INC INS | Registered Investment Companies | — | — | $161K | 1.4% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $112K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $107K | 0.9% | |
| BLACKROCK INFL PROTECT BOND K | Registered Investment Companies | — | — | $88K | 0.8% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $73K | 0.7% | |
| GDS GLOBAL CORE FIXED INC R6 | Registered Investment Companies | — | — | $48K | 0.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $36K | 0.3% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $35K | 0.3% | |
| PRINCIPAL HI YLD INSTL | Registered Investment Companies | — | — | $34K | 0.3% | |
| PARNASSUS VALUE EQUITY INST | Registered Investment Companies | — | — | $27K | 0.2% | |
| VIRTUS KAR SMALL-CAP GROWTH I | Registered Investment Companies | — | — | $26K | 0.2% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $18K | 0.2% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $15K | 0.1% | |
| TRANSAMERICA INTL EQUITY I | Registered Investment Companies | — | — | $10K | <0.1% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $9K | <0.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $8K | <0.1% |
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