Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AM INVESTMENT STRATEGIES, LLC
EIN 46-1138534investment bankingLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
6
832 GEORGIA AVENUE, SUITE 100 - CHATTANOOGA, TN 37402423-486-1888LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M 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#001
AM INVESTMENT STRATEGIES, LLC 401(K) PLAN
401k
Assets$1.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AM INVESTMENT STRATEGIES, LLC CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AM INVESTMENT STRATEGIES, LLC 401(K) PLAN | 401k | $1.7M | 4 | 2024 | |
| 002 | AM INVESTMENT STRATEGIES, LLC CASH BALANCE PLAN | CashBalance | $1.5M | 2 | 2025 |
Retirement plans