How big is Applied Memetics, LLC DBA AM LLC's plan?

Applied Memetics, LLC DBA AM LLC's plan reported $1.2M in assets and 40 participants for 2023.

Original filing (PDF)20241009092201NAL0010472211001

Applied Memetics, LLC DBA AM LLC

Name: Applied Memetics, LLC DBA AM LLC — AM LLC 401(k), Form 5500 (2023)
Creator: Applied Memetics, LLC DBA AM LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

AM LLC 401(k) Retirement Plan

401(k) retirement plan · Applied Memetics, LLC DBA AM LLC's AM LLC 401(k) Retirement Plan held $1.2M in plan assets for 40 participants in 2023, with Principal as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issued~253 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Amanda Schroeder signed Applied Memetics, LLC DBA AM LLC's 2023 Form 5500 as plan administrator.

Amanda Schroeder — 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

Applied Memetics, LLC DBA AM LLC's EIN is 93-1452032.

EIN 93-1452032

Plan number 002

Plan year 2023

ACK ID 20241009092201NAL0010472211001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Applied Memetics, LLC DBA AM LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Applied Memetics, LLC DBA AM LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPLIED MEMETICS, LLC DBA AM LLC.

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How this plan invests

This plan

8 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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) — 160K (33% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (6th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

APPLIED MEMETICS, LLC DBA AM LLC

EIN

all filings

Address

161 FORT EVANS RD NE SUITE 250 · LEESBURG, VA · 20176

Phone

(703) 615-1658

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$30K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA ADVISORY SERVICES, LLC	35-2552359	—	INVESTMENT ADVISORY	$0	—

Investments

8 pooled funds· $490K(41% 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.

Common Collective Trust

$402K

6 holdings

Pooled Separate Account

$88K

2 holdings

			% of plan
LARGE CAP GRWTH FD III CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001	Common Collective Trust	$109K	9.1%
CORE PL BD FD FEE CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515	Common Collective Trust	$103K	8.5%
PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015	Pooled Separate Account	$81K	6.7%
SMALL CAP VALUE II I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554	Common Collective Trust	$71K	5.9%
BLACKROCK EQTY INDEX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001	Common Collective Trust	$70K	5.8%
SMALL CAP GROWTH FUND II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592	Common Collective Trust	$48K	4.0%
PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095	Pooled Separate Account	$7K	0.6%
LARGE CAP GROWTH FUND II I1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626	Common Collective Trust	$0	<0.1%