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Original filing (PDF)20251013144422NAL0003320642001
AMP ROBOTICS CORPORATION
Form 5500
FILING_RECEIVED
AMP ROBOTICS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
126
Accounts w/ balance
153
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
23 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.
Helping the score
- Below-peer total fees (20 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMP ROBOTICS CORPORATION.
Plan sponsor
Name
AMP ROBOTICS CORPORATION
EIN
90-1248052
Address
1875 TAYLOR AVE. · LOUISVILLE, CO · 80027
Phone
(888) 402-1686
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $12K | — |
Investments
23 direct securities· $6.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $1.0M | 16.6% | |
| Vanguard Developed Markets Index Admiral Shares | — | — | — | $718K | 11.7% | |
| Baird Aggregate Bond Class Institutional | — | — | — | $674K | 11.0% | |
| Vanguard International Value Investor Shares | — | — | — | $612K | 10.0% | |
| Vanguard Small Cap Value Index Admiral Shares | — | — | — | $463K | 7.5% | |
| Vanguard Value Index Admiral Shares | — | — | — | $436K | 7.1% | |
| American Funds American Funds New Perspective Class R6 | — | — | — | $372K | 6.1% | |
| Vanguard Mid Cap Growth Index Admiral Shares | — | — | — | $327K | 5.3% | |
| The Lincoln National Life Insurance Company Stable Value Account | — | — | — | $281K | 4.6% | |
| Vanguard Small Cap Growth Index Admiral Shares | — | — | — | $242K | 4.0% | |
| JPMorgan US Equity Class R6 | — | — | — | $235K | 3.8% | |
| Vanguard Inflation Protected Securities Admiral Shares | — | — | — | $174K | 2.8% | |
| Vanguard Real Estate Index Admiral Shares | — | — | — | $171K | 2.8% | |
| PIMCO Commodity Real Return Strategy Institutional Class | — | — | — | $117K | 1.9% | |
| BlackRock High Yield Class K | — | — | — | $84K | 1.4% | |
| American Funds American Funds American Balanced Class R6 | — | — | — | $75K | 1.2% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $60K | 1.0% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $30K | 0.5% | |
| Loomis Sayles Loomis Sayles Investment Grade Bond Class N | — | — | — | $20K | 0.3% | |
| Vanguard Mid Cap Value Index Admiral Shares | — | — | — | $13K | 0.2% | |
| Vanguard International Growth Admiral Shares | — | — | — | $7K | 0.1% | |
| American Funds American Funds New World Class R6 | — | — | — | $7K | 0.1% | |
| Vanguard Lifestrategy Moderate Growth Investor Shares | — | — | — | $2K | <0.1% |
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