How big is AMG II, LLC's plan?

AMG II, LLC's plan reported $3.1M in assets and 98 participants for 2024.

Original filing (PDF)20251002124010NAL0000792944001

AMG II, LLC

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

Form 5500-SF

FILING_RECEIVED

AMG II, LLC 401(k) Plan

401(k) retirement plan · AMG II, LLC's AMG II, LLC 401(k) Plan held $3.1M in plan assets for 98 participants in 2024.

Active participants

Accounts w/ balance

118

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Chelsea Wardrop signed AMG II, LLC's 2024 Form 5500 as plan administrator.

Chelsea Wardrop — 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

AMG II, LLC's EIN is 86-0594015.

EIN 86-0594015

Plan number 001

Plan year 2024

ACK ID 20251002124010NAL0000792944001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AMG II, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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. 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.

Plan sponsor

Name

AMG II, LLC

EIN

all filings

Address

3550 NORTH CENTRAL AVE SUITE 400 · PHOENIX, AZ · 85012

Phone

(602) 955-4700

Industry

Real Estate

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

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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