PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AMS CONSTRUCTION, INC.
Sponsor portfolio

AMS CONSTRUCTION, INC.

EIN 31-1329392-construction-Latest filing 2025
Plans
3
Retirement
2
$3.5M assets
Welfare
1
$167K premiums
Participants
357
10670 LOVELAND MADEIRA ROAD, PO BOX 68 - LOVELAND, OH 45140513-794-0410amsconstructionparts.comLinkedIn1-10 employeesconstruction
Plans on this EIN
3 filings
#002CashBalance-$2.4M - 41 part#001401k-$1.1M - 175 part#502Fully Insured-$167K - 309 lives

Retirement portfolio analytics

2 plans aggregated / $3.5M assets / 216 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CASH BALANCE PENSION (#002)69%
  • CONSTRUCTION, INC. 401(K) (#001)31%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONSTRUCTION, INC. 401(K) (#001)175
  • CASH BALANCE PENSION (#002)41
Total 216Click row to drill in

Benefits portfolio analytics

1 plan / $167K premiums / 309 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$174K
  • Vision$174K
  • Life$174K
  • Short-term disability$174K
  • Other$174K
  • Stop-loss$132K
Total $306K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • PRINCIPAL LIFE INSURANCE COMPANY57%
  • PAN-AMERICAN LIFE INSURANCE COMPANY43%
Total $306K2 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • HLU CONSULTANTS61%
  • GIS BENEFITS INC39%
Total $31K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AMS CONSTRUCTION, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$2.4M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AMS CONSTRUCTION, INC. 401(K) PLAN

401k

Assets$1.1M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AMS CONSTRUCTION, INC. WELFARE BENEFIT PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$167K
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AMS CONSTRUCTION, INC. CASH BALANCE PENSION PLANCashBalance$2.4M412024
001AMS CONSTRUCTION, INC. 401(K) PLAN401k$1.1M1752025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AMS CONSTRUCTION, INC. WELFARE BENEFIT PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$167K3092025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica