Original filing (PDF)20250721161345NAL0001893280001

ANNUITY MARKETING SERVICES, LLC.

Name: ANNUITY MARKETING SERVICES, LLC. — ANNUITY MARKETING SERVICES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: ANNUITY MARKETING SERVICES, LLC.

Form 5500-SF

FILING_RECEIVED

ANNUITY MARKETING SERVICES, LLC 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANNUITY MARKETING SERVICES, LLC..

Plan sponsor

Name

ANNUITY MARKETING SERVICES, LLC.

EIN

72-1202003

Address

1700 CITY CLUB DRIVE, SUITE B · BATON ROUGE, LA · 70806

Phone

(225) 456-2828

Industry

Finance & Insurancesee 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

2025-07-21

Pension benefit codes

2K · 401(m) arrangement

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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