Assets by plan
Share of aggregate retirement assets
Filings through .
Ams Mechanical Holdings, Inc.
EIN 81-4368506ConstructionLatest filing 2025
Plans
3
Retirement
2
$243.9M assets
Health & Benefits
1
$2.4M premiums
Participants
743
9341 ADAM DON PARKWAY - WOODRIDGE, IL 60517630-887-7700
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $243.9M assets / 503 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.4M premiums / 540 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Dental$133K
- Vision$133K
- Life$133K
- Other$133K
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
AMS MECHANICAL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$214.8M
Participants273
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
AMS MECHANICAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$29.1M
Participants230
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
AMS MECHANICAL HOLDINGS, INC. WELFARE BENEFITS PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF ILLINOIS
Premiums$2.4M
Covered lives540
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | AMS MECHANICAL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $214.8M | 273 | 2025 |
| #001 | AMS MECHANICAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $29.1M | 230 | 2025 |
- #002 · ESOP · 2025273
- #001 · 401(k) · 2025230
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | AMS MECHANICAL HOLDINGS, INC. WELFARE BENEFITS PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF ILLINOIS | $2.4M | 540 | 2025 |
- #502 · Fully insured · BLUE CROSS BLUE SHIELD OF ILLINOIS · 2025540
Retirement plans
Health & Benefits plans