Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AMG GLOBAL DISTRIBUTION, INC.
EIN 65-0363988computer softwareLatest filing 2024
Plans
3
Retirement
3
$16.0M assets
Welfare
0
Participants
237
11440 NW 122ND ST., SUITE #100-400 - MEDLEY, FL 331783118305-512-3445LinkedIn1-10 employeescomputer software
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $16.0M assets / 237 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
AMG GLOBAL DISTRIBUTION, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$9.1M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AMG GLOBAL DISTRIBUTION, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$4.1M
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
AMG GLOBAL DISTRIBUTION, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$2.8M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AMG GLOBAL DISTRIBUTION, INC. CASH BALANCE PENSION PLAN | CashBalance | $9.1M | 70 | 2024 | |
| 001 | AMG GLOBAL DISTRIBUTION, INC. 401(K) PROFIT SHARING PLAN | 401k | $4.1M | 100 | 2024 | |
| 003 | AMG GLOBAL DISTRIBUTION, INC. PROFIT SHARING PLAN | ProfitSharing | $2.8M | 67 | 2024 |
Retirement plans