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Original filing (PDF)20251006084816NAL0001735219001
AMPLIFY CREDIT UNION
Form 5500
FILING_RECEIVED
AMPLIFY CREDIT UNION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
210
Accounts w/ balance
302
Plan assets (EOY)
$24.2M
Net assets (EOY)
$24.2M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMPLIFY CREDIT UNION.
Plan sponsor
Name
AMPLIFY CREDIT UNION
EIN
74-1592875
Address
3600 W PARMER LANE, SUITE 105 · AUSTIN, TX · 78727
Phone
(512) 836-5901
Industry
Finance & Insurancesee 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
2025-10-06
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
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $59K | — |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $45K | — |
Investments
21 direct securities · 1 pooled fund· $45.8M(100% 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.
Uncategorized
$24.2M
21 holdings
Pooled Separate Account
$21.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $21.6M | 89.2% | |
| Vanguard Group Vanguard 500 Index Admiral | — | — | — | $4.9M | 20.3% | |
| Vanguard Group Vanguard Intermediate-Term Bond Index Admiral | — | — | — | $3.8M | 15.9% | |
| Vanguard Group Vanguard Developed Markets Index Admiral | — | — | — | $3.5M | 14.4% | |
| Standard Insurance Company Stable Asset A, fully benefit-responsive investment contract, at contract value | — | — | — | $2.3M | 9.5% | |
| J.P. Morgan JPMorgan Large Cap Growth R6 | — | — | — | $2.0M | 8.2% | |
| MFS Investment Management MFS Value R6 | — | — | — | $1.6M | 6.6% | |
| Vanguard Group Vanguard Small Cap Value Index Fund Admiral | — | — | — | $1.4M | 5.8% | |
| Columbia Mid-Cap Index Institutional 2 | — | — | — | $917K | 3.8% | |
| Vanguard Group Vanguard Wellington Admiral | — | — | — | $680K | 2.8% | |
| T. Rowe Price T. Rowe Price Mid-Cap Value I | — | — | — | $649K | 2.7% | |
| Janus Henderson Janus Henderson Enterprise N | — | — | — | $611K | 2.5% | |
| Harbor Capital Harbor Capital Appreciation | — | — | — | $490K | 2.0% | |
| Vanguard Group Vanguard Small Cap Index Admiral | — | — | — | $311K | 1.3% | |
| Notes Receivable from Participants Loans to participants, interest rates ranging from 3.25% - 8.50% with various maturities | — | — | — | $303K | 1.3% | |
| T. Rowe Price T. Rowe Price New Horizons I | — | — | — | $152K | 0.6% | |
| MFS Investment Management MFS International Diversification R6 | — | — | — | $131K | 0.5% | |
| PGIM Investments PGIM Total Return Bond Z | — | — | — | $123K | 0.5% | |
| Vanguard Group Vanguard Long-Term Investment-Grade Admiral | — | — | — | $105K | 0.4% | |
| Federated Hermes Federated Hermes International Equity Institutional | — | — | — | $75K | 0.3% | |
| Vanguard Group Vanguard FTSE Social Index Admiral | — | — | — | $69K | 0.3% | |
| Vanguard Group Vanguard Windsor II Admiral | — | — | — | $62K | 0.3% |
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