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Original filing (PDF)20251004090429NAL0001248547001
AMPLIFY HR MANAGEMENT
Form 5500
FILING_RECEIVED
AMPLIFY HR MANAGEMENT RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,127
Accounts w/ balance
4,492
Plan assets (EOY)
$244.1M
Net assets (EOY)
$244.1M
How this plan invests
This plan
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 60 bps in Schedule C fees — 496% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMPLIFY HR MANAGEMENT.
Plan sponsor
Name
AMPLIFY HR MANAGEMENT
EIN
82-1671832
Address
1033 SKOKIE BLVD · SUITE 430 · NORTHBROOK, IL · 60062
Phone
(720) 432-5900
Industry
Admin Support & Waste Mgmtsee 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
2025-10-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
SKIBBIE CPA, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $951K | — |
| AMPLIFY HR MANAGEMENT | 82-1671832 | — | PLAN ADMINISTRATOR | $244K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC MUTUAL FUND MANAGEMENT CORP | 59-2749576 | — | PORTFOLIO MANAGEMENT | $260K | — |
Investments
48 direct securities· $242.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Funds Vanguard Total Stock Market Index Admira | — | — | — | $42.9M | 17.6% | |
| Fidelity Funds Fidelity 500 Index | — | — | — | $21.9M | 9.0% | |
| Vanguard Funds Vanguard Intermediate-Term Bond Index R6 | — | — | — | $16.5M | 6.7% | |
| Vanguard Funds Vanguard Federal Money Market | — | — | — | $13.8M | 5.7% | |
| Vanguard Funds Vanguard Target Retirement 2030 | — | — | — | $13.7M | 5.6% | |
| Vanguard Funds Vanguard Target Retirement 2035 | — | — | — | $10.7M | 4.4% | |
| BlackRock iShares MSCI EAFE International Index K | — | — | — | $10.0M | 4.1% | |
| Vanguard Funds Vanguard Target Retirement 2045 | — | — | — | $9.9M | 4.1% | |
| Vanguard Funds Vanguard Target Retirement 2040 | — | — | — | $9.6M | 3.9% | |
| Vanguard Funds Vanguard Target Retirement 2050 | — | — | — | $8.1M | 3.3% | |
| Vanguard Funds Vanguard Consumer Staples Index | — | — | — | $7.6M | 3.1% | |
| Vanguard Funds Vanguard Target Retirement 2025 | — | — | — | $7.5M | 3.1% | |
| Vanguard Funds Vanguard Growth Index Admiral | — | — | — | $7.5M | 3.1% | |
| Fidelity Funds Fidelity US Bond Index | — | — | — | $6.6M | 2.7% | |
| Vanguard Funds Vanguard Target Retirement 2055 | — | — | — | $6.1M | 2.5% | |
| Fidelity Funds Fidelity Advisor Technology | — | — | — | $5.1M | 2.1% | |
| Vanguard Funds Vanguard Target Retirement 2060 | — | — | — | $4.1M | 1.7% | |
| Participant Loans Interest Rates 4.25% to 9.5% | — | — | — | $3.4M | 1.4% | |
| Fidelity Self-Directed Brokerage Accounts | — | — | — | $3.2M | 1.3% | |
| Vanguard Funds Vanguard Target Retirement 2020 | — | — | — | $3.2M | 1.3% | |
| Vanguard Funds Vanguard Value Index Admiral | — | — | — | $2.3M | 0.9% | |
| Vanguard Funds Vanguard Mid Cap Growth Index Admiral | — | — | — | $2.1M | 0.9% | |
| JP Morgan JPMorgan US Research Enhanced Equity R6 | — | — | — | $2.0M | 0.8% | |
| Vanguard Funds Vanguard Mid Cap Index Admiral | — | — | — | $1.9M | 0.8% | |
| Vanguard Funds Vanguard Utilities Index Admiral | — | — | — | $1.9M | 0.8% | |
| Vanguard Funds Vanguard Target Retirement Income | — | — | — | $1.7M | 0.7% | |
| Vanguard Funds Vanguard Small Cap Growth Index Adm | — | — | — | $1.7M | 0.7% | |
| JP Morgan JPMorgan Core Plus Bond Fund R6 | — | — | — | $1.3M | 0.5% | |
| Vanguard Funds Vanguard Small Cap Index Admiral | — | — | — | $1.3M | 0.5% | |
| Vanguard Funds Vanguard Mid Cap Value Index Admiral | — | — | — | $1.3M | 0.5% | |
| Vanguard Funds Vanguard Target Retirement 2065 | — | — | — | $1.3M | 0.5% | |
| Vanguard Funds Vanguard Small Cap Value Index Adm | — | — | — | $1.2M | 0.5% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity | — | — | — | $1.2M | 0.5% | |
| American Funds American Funds EuroPacifc R6 | — | — | — | $1.1M | 0.5% | |
| Oppenheimer Funds Invesco Oppenheimer Gold & Special Miner | — | — | — | $1.0M | 0.4% | |
| Vanguard Funds Vanguard Energy Admiral | — | — | — | $1.0M | 0.4% | |
| Vanguard Funds Vanguard Target Retirement 2070 | — | — | — | $946K | 0.4% | |
| Prudential Funds Prudential High Yield Z | — | — | — | $944K | 0.4% | |
| Vanguard Funds Vanguard FTSE Social Index Admiral | — | — | — | $902K | 0.4% | |
| Dimensional Fund Advisors DFA Real Estate Securities | — | — | — | $730K | 0.3% | |
| Franklin/Templeton Franklin Utilities R6 | — | — | — | $703K | 0.3% | |
| Victory Short Term Bond Fund R6 | — | — | — | $650K | 0.3% | |
| Dimensional Fund Advisors DFA Inflation Protected SEC Port | — | — | — | $508K | 0.2% | |
| Vanguard Funds Vanguard Short-Term Inf Prot Index Admir | — | — | — | $407K | 0.2% | |
| Dimensional Fund Advisors DFA International Sustainability Core 1 | — | — | — | $310K | 0.1% | |
| Vanguard Funds Vanguard Materials Index Adm | — | — | — | $308K | 0.1% | |
| Vanguard Funds Vanguard Short-Term Federal Admiral | — | — | — | $291K | 0.1% | |
| Dimensional Fund Advisors DFA Emerging Markets Social Core Portfol | — | — | — | $199K | <0.1% |
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