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  2. ADVANCED MEDICAL SALES INC
Sponsor portfolio

ADVANCED MEDICAL SALES INC

EIN 33-0545435-pharmaceuticals-Latest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
40
232 AVENIDA FABRICANTE, STE 103/104 - SAN CLEMENTE, CA 92672949-348-7912ams-rx.comLinkedIn11-50 employeespharmaceuticals
Plans on this EIN
2 filings
#003401k-$2.4M - 19 part#002CashBalance-$1.6M - 21 part

Retirement portfolio analytics

2 plans aggregated / $4.0M assets / 40 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • SALES, INC. 401(K) (#003)60%
  • CASH BALANCE PLAN (#002)40%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)21
  • SALES, INC. 401(K) (#003)19
Total 40Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ADVANCED MEDICAL SALES, INC. 401(K) PLAN

401k

Assets$2.4M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ADVANCED MEDICAL SALES, INC. CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ADVANCED MEDICAL SALES, INC. 401(K) PLAN401k$2.4M192024
002ADVANCED MEDICAL SALES, INC. CASH BALANCE PLANCashBalance$1.6M212024
Retirement plans
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