How big is Agency Management Institute's plan?

Agency Management Institute's plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20250829155123NAL0019577488001

Agency Management Institute

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

Form 5500-SF

FILING_RECEIVED

AMI 401(k) Plan

401(k) retirement plan · Agency Management Institute's AMI 401(k) Plan held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

TARA Evans, for TAG Resources signed Agency Management Institute's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Agency Management Institute's EIN is 82-4168418.

EIN 82-4168418

Plan number 001

Plan year 2024

ACK ID 20250829155123NAL0019577488001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Agency Management Institute's 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 AGENCY MANAGEMENT INSTITUTE.

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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