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Original filing (PDF)20250926144616NAL0011944755001
AMSIVE, LLC
Form 5500
FILING_RECEIVED
AMSIVE LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
634
Accounts w/ balance
792
Plan assets (EOY)
$65.8M
Net assets (EOY)
$65.8M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMSIVE, LLC.
Plan sponsor
Name
AMSIVE, LLC
EIN
84-3339624
Address
605 TERRITORIAL DRIVE, · BOLINGBROOK, IL · 60440
Phone
(864) 558-8444
Industry
Professional & Technical Servicessee 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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
| BRADSHAW, GORDON & CLINKSCALES, LLC | 57-1060705 | — | CONSULTANT | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $63K | — |
Investments
33 direct securities · 1 pooled fund· $65.8M(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
$64.3M
33 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID BLUE CHIP GR K6 N/R | — | — | — | $10.0M | 15.2% | |
| Fidelity FID 500 INDEX N/R | — | — | — | $4.7M | 7.1% | |
| Fidelity FID FREEDOM 2040 K6 N/R | — | — | — | $4.4M | 6.6% | |
| American Funds AF AMER MUTUAL R6 N/R | — | — | — | $4.0M | 6.1% | |
| Fidelity FID FREEDOM 2030 K6 N/R | — | — | — | $3.9M | 6.0% | |
| Fidelity FID GOVT Money Market K6 N/R | — | — | — | $3.7M | 5.6% | |
| Fidelity FID FREEDOM 2035 K6 N/R | — | — | — | $3.6M | 5.5% | |
| Fidelity FID FREEDOM 2050 K6 N/R | — | — | — | $3.4M | 5.1% | |
| Fidelity FID FREEDOM 2045 K6 N/R | — | — | — | $3.2M | 4.9% | |
| Allspring AS SPL MID CP VAL R6 N/R | — | — | — | $2.7M | 4.1% | |
| Vanguard VANG LIFEST GROWTH N/R | — | — | — | $2.1M | 3.2% | |
| Fidelity FID FREEDOM 2055 K6 N/R | — | — | — | $2.1M | 3.1% | |
| Fidelity FID SEL TECHNOLOGY N/R | — | — | — | $1.9M | 2.9% | |
| Fidelity FID US BOND IDX N/R | — | — | — | $1.7M | 2.6% | |
| Dodge & Cox DODGE&COX INTL STK I N/R | — | — | — | $1.6M | 2.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.5M | 2.2% | |
| Fidelity FID FREEDOM 2060 K6 N/R | — | — | — | $1.3M | 2.0% | |
| Fidelity FID INTL CAP APPREC N/R | — | — | — | $1.3M | 2.0% | |
| Fidelity FID BALANCED K6 N/R | — | — | — | $1.3M | 1.9% | |
| Bank of NY Mellon BNYM S/MD CP GR Y N/R | — | — | — | $1.2M | 1.8% | |
| Fidelity FID FREEDOM 2025 K6 N/R | — | — | — | $1.2M | 1.8% | |
| Fidelity FID SM CAP IDX N/R | — | — | — | $953K | 1.4% | |
| Fidelity FID TOTAL BOND K6 N/R | — | — | — | $945K | 1.4% | |
| Fidelity FID FREEDOM 2070 K6 N/R 756 * Participant Loans Interest rates: 4.25% - 9.50% with $0 | — | — | — | $733K | 1.1% | |
| American Century AM CENT SMCAP VAL R6 N/R | — | — | — | $600K | 0.9% | |
| Fidelity FID FREEDOM 2020 K6 N/R | — | — | — | $439K | 0.7% | |
| Fidelity FID FREEDOM 2065 K6 N/R | — | — | — | $403K | 0.6% | |
| Fidelity FID GLB EX US IDX N/R | — | — | — | $388K | 0.6% | |
| Parnassus CORE EQ IS N/R | — | — | — | $307K | 0.5% | |
| American Funds AF RETINC PTF CNS R6 N/R | — | — | — | $290K | 0.4% | |
| Fidelity FID FREEDOM 2010 K6 N/R | — | — | — | $43K | <0.1% | |
| Fidelity FID FREEDOM INC K6 N/R | — | — | — | $40K | <0.1% | |
| Fidelity FID FREEDOM 2015 K6 N/R | — | — | — | $8K | <0.1% | |
| Fidelity FID MID CAP IDX N/R | — | — | — | $2K | <0.1% |
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