How big is Amerio Capital Management LLC's plan?

Amerio Capital Management LLC's plan reported $694K in assets and 5 participants for 2025.

Original filing (PDF)20260310080713NAL0003452721001

Amerio Capital Management LLC

Name: Amerio Capital Management LLC — Amerio Capital, Form 5500 (2025)
Creator: Amerio Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Amerio Capital Management LLC 401(k) Plan

Defined-contribution retirement plan · Amerio Capital Management LLC's Amerio Capital Management LLC 401(k) Plan held $694K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$694K

Net assets (EOY)

$694K

People on this filing

Heidi Von Bulow signed Amerio Capital Management LLC's 2025 Form 5500 as plan administrator.

Heidi Von Bulow — 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

Amerio Capital Management LLC's EIN is 95-4503408.

EIN 95-4503408

Plan number 001

Plan year 2025

ACK ID 20260310080713NAL0003452721001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Amerio Capital Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Amerio Capital Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERIO CAPITAL MANAGEMENT LLC.

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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. 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