Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
AGENCY MANAGEMENT INSTITUTE
EIN 82-4168418marketing and advertisingLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
15
15920 HICKAM ROAD, SUITE 400-438 - DENVER, CO 80224515-822-6400agencymanagementinstitute.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 15 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
AMI 401(K) PLAN
401k
Assets$1.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AGENCY MANAGEMENT INSTITUTE CASH BALANCE PLAN
CashBalance
Assets$619K
Participants6
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 | AMI 401(K) PLAN | 401k | $1.1M | 9 | 2024 | |
| 002 | AGENCY MANAGEMENT INSTITUTE CASH BALANCE PLAN | CashBalance | $619K | 6 | 2024 |
Retirement plans