How big is MS Ambrogio North America LLC's plan?

MS Ambrogio North America LLC's plan reported $8.2M in assets and 201 participants for 2024.

Original filing (PDF)20251014115817NAL0001341859001

MS Ambrogio North America LLC

Name: MS Ambrogio North America LLC — MS Ambrogio North, Form 5500 (2024)
Creator: MS Ambrogio North America LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

MS Ambrogio North America LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · MS Ambrogio North America LLC's MS Ambrogio North America LLC 401(k) Profit Sharing Plan & Trust held $8.2M in plan assets for 201 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

201

Accounts w/ balance

224

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

People on this filing

Anthony M. Ward ESQ. signed MS Ambrogio North America LLC's 2024 Form 5500 as plan administrator.

Anthony M. Ward ESQ. — 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

MS Ambrogio North America LLC's EIN is 87-1678874.

EIN 87-1678874

Plan number 001

Plan year 2024

ACK ID 20251014115817NAL0001341859001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MS Ambrogio North America LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MS Ambrogio North America 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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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (88th percentile).

Plan sponsor

Name

MS AMBROGIO NORTH AMERICA LLC

EIN

all filings

Address

135 RODMAN RD · AUBURN, ME · 042103831

Phone

(207) 786-5132

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

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)

No Schedule C providers reported

Investments

34 direct securities· $8.2M(100% of reported assets)

Mutual Funds

$7.0M

24 holdings

Common Collective Trusts

$708K

8 holdings

Bonds / Notes

$272K

1 holding

Other securities

$216K

1 holding

					% of plan
American Funds 2035 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$1.4M	16.7%
American Funds 2030 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$1.1M	13.7%
American Funds 2045 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$945K	11.6%
American Funds 2025 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$792K	9.7%
American Funds 2040 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$729K	8.9%
American Funds 2065 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$630K	7.7%
American Funds 2050 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$461K	5.6%
American Funds 2055 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$347K	4.2%
Participant Loans 8.75% - 9.00% -	Bonds / Notes	—	—	$272K	3.3%
Principal Fixed Income Guaranteed Option Annuity Contract	Other securities	—	—	$216K	2.6%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$195K	2.4%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$177K	2.2%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$154K	1.9%
Vanguard Equity-Income Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$128K	1.6%
Vanguard Growth Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$122K	1.5%
Fidelity Advisor Total Bond Fund - Class Z Mutual Fund	Mutual Funds	—	—	$113K	1.4%
American Funds 2060 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$57K	0.7%
DFA U.S. Small Cap Growth Portfolio Institutional Class Mutual Fund	Mutual Funds	—	—	$56K	0.7%
DFA Real Estate Securities Portfolio Institutional Class Mutual Fund	Mutual Funds	—	—	$53K	0.7%
DFA Large Cap International Portfolio Institutional Class Mutual Fund 757 American Funds EuroPacific Growth Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$43K	0.5%
Dodge & Cox Global Bond Fund Class I Mutual Fund	Mutual Funds	—	—	$42K	0.5%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$33K	0.4%
American Funds 2020 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$29K	0.4%
DFA U.S. Targeted Value Portfolio Institutional Class Mutual Fund	Mutual Funds	—	—	$21K	0.3%
Vanguard Short-Term Inflation-Protected Securities Index Fund Mutual Fund	Common Collective Trusts	—	—	$20K	0.2%
Janus Henderson Global Equity Income Fund Class N Mutual Fund	Mutual Funds	—	—	$16K	0.2%
American Funds New Perspective Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$13K	0.2%
Vanguard Federal Money Market Fund Money Market Fund	Mutual Funds	—	—	$9K	0.1%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$6K	<0.1%
American Funds 2015 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Balanced Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$2K	<0.1%
American Funds New World Fund Class R-6 Mutual Fund 840 American Funds Small Cap World Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
American Funds American High-Income Trust Class R-6 Mutual Fund	Mutual Funds	—	—	$1K	<0.1%
American Funds The Income Fund of America Class R-6 Mutual Fund	Mutual Funds	—	—	$1K	<0.1%