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Sponsor portfolio

AMI ENTERPRISES, INC.

EIN 45-1955244-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
7
3110 EDWARDS MILL ROAD, SUITE 340 - RALEIGH, NC 27612919-861-8212
Plans on this EIN
2 filings
#001401k-$2.4M - 5 part#002CashBalance-$1.6M - 2 part

Retirement portfolio analytics

2 plans aggregated / $4.0M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • ENTERPRISES EMPLOYEES Savings (#001)60%
  • CASH BALANCE PLAN (#002)40%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENTERPRISES EMPLOYEES Savings (#001)5
  • CASH BALANCE PLAN (#002)2
Total 7Click 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#001

AMI ENTERPRISES EMPLOYEES SAVINGS PLAN

401k

Assets$2.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AMI ENTERPRISES CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AMI ENTERPRISES EMPLOYEES SAVINGS PLAN401k$2.4M52025
002AMI ENTERPRISES CASH BALANCE PLANCashBalance$1.6M22025
Retirement plans
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