Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $10.6M assets / 265 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Profit-sharing
Cash balance
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | AMG GLOBAL DISTRIBUTION, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $4.4M | 104 | 2025 |
| #003 | AMG GLOBAL DISTRIBUTION, INC. PROFIT SHARING PLAN | Profit-sharing | $3.3M | 90 | 2025 |
| #002 | AMG GLOBAL DISTRIBUTION, INC. CASH BALANCE PENSION PLAN | Cash balance | $2.9M | 71 | 2025 |