How big is AM Financial Group, LLC's plan?

AM Financial Group, LLC's plan reported $152K in assets and 4 participants for 2025.

Original filing (PDF)20260427140914NAL0008674769001

AM Financial Group, LLC

Name: AM Financial Group, LLC — AM Financial Group, Form 5500 (2025)
Creator: AM Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AM Financial Group Retirement Plan

401(k) retirement plan · AM Financial Group, LLC's AM Financial Group Retirement Plan held $152K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$152K

Net assets (EOY)

$152K

People on this filing

Ryan Merideth signed AM Financial Group, LLC's 2025 Form 5500 as plan administrator.

Ryan Merideth — 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

AM Financial Group, LLC's EIN is 81-2479432.

EIN 81-2479432

Plan number 001

Plan year 2025

ACK ID 20260427140914NAL0008674769001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for AM Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

AM Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Helping the score