Assets by plan
Share of aggregate retirement assets
- AMS 401(K) (#001)$33.4M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $179.2M assets / 755 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.7M premiums / 399 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Mixed - KAISER FOUNDATION HEALTH PLAN INC
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | AMERICAN MECHANICAL HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $145.7M | 301 | 2025 |
| #001 | AMS 401(K) PLAN | 401(k) | $33.4M | 454 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | AMERICAN MECHANICAL SERVICES WELFARE BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN INC | $1.7M | 399 | 2025 |