How big is Annuity Marketing Services, LLC.'s plan?

Annuity Marketing Services, LLC.'s plan reported $5.1M in assets and 69 participants for 2024.

Original filing (PDF)20250721161345NAL0001893280001

Annuity Marketing Services, LLC.

Name: Annuity Marketing Services, LLC. — Annuity Marketing, Form 5500 (2024)
Creator: Annuity Marketing Services, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Annuity Marketing Services, LLC 401(k) Plan

Defined-contribution retirement plan · Annuity Marketing Services, LLC.'s Annuity Marketing Services, LLC 401(k) Plan held $5.1M in plan assets for 69 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Rhonda Lewis signed Annuity Marketing Services, LLC.'s 2024 Form 5500 as plan administrator.

Rhonda Lewis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Annuity Marketing Services, LLC.'s EIN is 72-1202003.

EIN 72-1202003

Plan number 001

Plan year 2024

ACK ID 20250721161345NAL0001893280001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Annuity Marketing Services, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANNUITY MARKETING SERVICES, LLC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off