How big is Association Management Strategies' plan?

Association Management Strategies' plan reported $700K in assets and 5 participants for 2024.

Original filing (PDF)20250723105109NAL0001942275001

Association Management Strategies

Name: Association Management Strategies — AMS 401(k) Plan, Form 5500 (2024)
Creator: Association Management Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AMS 401(k) Plan

401(k) retirement plan · Association Management Strategies' AMS 401(k) Plan held $700K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$700K

Net assets (EOY)

$700K

People on this filing

Julie Fuselier signed Association Management Strategies' 2024 Form 5500 as plan administrator.

Julie Fuselier — 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

Association Management Strategies' EIN is 81-4082819.

EIN 81-4082819

Plan number 001

Plan year 2024

ACK ID 20250723105109NAL0001942275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Association Management Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Association Management Strategies' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASSOCIATION MANAGEMENT STRATEGIES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

ASSOCIATION MANAGEMENT STRATEGIES

EIN

all filings

Address

620 FLORIDA STREET, SUITE 210 · BATON ROUGE, LA · 70801

Phone

(225) 343-2776

Industry

Admin Support & Waste Mgmt

Plan administrator