Assets by plan
Share of aggregate retirement assets
52%top
Sponsor portfolio
AMD CAPITAL, LLC
EIN 30-0038780financial servicesLatest filing 2025
Plans
2
Retirement
2
$26.8M assets
Welfare
0
Participants
6
990 N. RINGWOOD ROAD - LAKE FOREST, IL 60045847-405-9700amdcapital.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $26.8M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AMD CAPITAL, LLC RETIREMENT PLAN AND TRUST
CashBalance
Assets$13.9M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
AMD CAPITAL, LLC 401(K) PLAN & TRUST
401k
Assets$12.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AMD CAPITAL, LLC RETIREMENT PLAN AND TRUST | CashBalance | $13.9M | 3 | 2025 | |
| 001 | AMD CAPITAL, LLC 401(K) PLAN & TRUST | 401k | $12.9M | 3 | 2025 |
Retirement plans