How big is Amogy Inc.'s plan?

Amogy Inc.'s plan reported $7.0M in assets and 128 participants for 2024.

Original filing (PDF)20251015103046NAL0004589297001

Amogy Inc.

Name: Amogy Inc. — Amogy Inc. 401(k) Plan, Form 5500 (2024)
Creator: Amogy Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Amogy Inc. 401(k) Plan

401(k) retirement plan · Amogy Inc.'s Amogy Inc. 401(k) Plan held $7.0M in plan assets for 128 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributionsPossibly inadequate fidelity bond27% in single holding

Active participants

128

Accounts w/ balance

172

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

Jackie Mwandia signed Amogy Inc.'s 2024 Form 5500 as plan administrator.

Jackie Mwandia — 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

Amogy Inc.'s EIN is 85-3984244.

EIN 85-3984244

Plan number 001

Plan year 2024

ACK ID 20251015103046NAL0004589297001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Amogy Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 67K (2% of contributions).
Fidelity bond appears below the 10%-of-assets requirement.

Plan sponsor

Name

AMOGY INC.

EIN

all filings

Address

19 MORRIS AVE. · BUILDING 128 · BROOKLYN, NY · 11205

Phone

(419) 789-1415

Industry

Manufacturing

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$20K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	ADVISOR	$11K	—

Investments

28 direct securities· $7.0M(100% of reported assets)

Mutual Funds

$4.4M

19 holdings

Common Collective Trusts

$1.8M

1 holding

Other securities

$591K

7 holdings

Bonds / Notes

$94K

1 holding

					% of plan
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$1.8M	26.5%
Fidelity Freedom Index 2055 IPR Mutual fund	Mutual Funds	—	—	$1.0M	14.7%
Fidelity Freedom Index 2060 IPR Mutual fund	Mutual Funds	—	—	$676K	9.7%
Fidelity Freedom Index 2065 IPR Mutual fund	Mutual Funds	—	—	$504K	7.2%
T. Rowe Price Large Cap Growth I Mutual fund	Other securities	—	—	$385K	5.5%
Fidelity International Index Mutual fund	Mutual Funds	—	—	$329K	4.7%
Fidelity Freedom Index 2050 IPR Mutual fund	Mutual Funds	—	—	$323K	4.6%
Fidelity Freedom Index 2045 IPR Mutual fund	Mutual Funds	—	—	$253K	3.6%
Fidelity Freedom Index 2035 IPR Mutual fund	Mutual Funds	—	—	$244K	3.5%
Fidelity Mid Cap Index Mutual fund	Mutual Funds	—	—	$188K	2.7%
Fidelity Freedom Index 2040 IPR Mutual fund	Mutual Funds	—	—	$176K	2.5%
Fidelity Freedom Index 2030 IPR Mutual fund	Mutual Funds	—	—	$158K	2.3%
BlackRock Emerging Market K Mutual fund	Other securities	—	—	$136K	1.9%
Fidelity Small Cap Index Mutual fund	Mutual Funds	—	—	$119K	1.7%
American Funds Bond Fund of America R6 Mutual fund	Mutual Funds	—	—	$109K	1.6%
Notes receivable from participants Interest ranging from 7.75% - 8.75% $ -	Bonds / Notes	—	—	$94K	1.3%
MFS Mid Cap Value R6 Mutual fund	Mutual Funds	—	—	$93K	1.3%
Vanguard Federal Money Market Fund Money market fund ** $	Mutual Funds	—	—	$69K	1.0%
Fidelity Freedom Index 2025 IPR Mutual fund	Mutual Funds	—	—	$66K	0.9%
Lord Abbett Developing Growth R6 Mutual fund	Mutual Funds	—	—	$56K	0.8%
BlackRock Mid Cap Growth Equity K Mutual fund	Other securities	—	—	$33K	0.5%
Neuberger Berman Large Cap Value R6 Mutual fund	Other securities	—	—	$24K	0.3%
PIMCO Income Inst Mutual fund	Mutual Funds	—	—	$19K	0.3%
Columbia Small Cap Value Fund I3 Mutual fund	Other securities	—	—	$10K	0.1%
Fidelity Freedom Index Income IPR Mutual fund ** 111 * Fidelity Freedom Index 2010 IPR Mutual fund ** 55 * Fidelity Freedom Index 2015 IPR Mutual fund ** 55 * Fidelity Freedom Index 2020 IPR Mutual fund	Mutual Funds	—	—	$9K	0.1%
American Funds American Balanced R6 Mutual fund	Mutual Funds	—	—	$9K	0.1%
Neuberger Berman Real Estate R6 Mutual fund	Other securities	—	—	$2K	<0.1%
ClearBridge International Growth IS Mutual fund	Other securities	—	—	$2K	<0.1%