AUMdb

Amplity, Inc. 401(k) Plan

Sponsored by Amplity, Inc. · EIN 222838757 · Plan #001

Total assets
$66.0M
Net assets
$66.0M
Active participants
737
With balances
1,197

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mma Securities Llc CRD 44254 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mma Securities Llc Investment advisory (plan) $140,117
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $64,226
Torrillo & Associates, Llc Accounting $20,800
Strategic Advisors, Inc. Investment advisory (plan) $15,140