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Sponsor portfolio

AMERICAN MERCHANDISING SPECIALISTS, INC.

EIN 91-1951517-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$9.4M assets
Welfare
1
$219K premiums
Participants
652
177 BARLEY PARK LANE - MOORESVILLE, NC 28115704-235-0144
Plans on this EIN
3 filings
#002401k-$5.1M - 200 part#003ESOP-$4.3M - 186 part#506Mixed-$219K - 347 lives

Retirement portfolio analytics

2 plans aggregated / $9.4M assets / 386 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • RETAIL SOLUTIONS 401(K) (#002)54%
  • EMPLOYEE STOCK OWNERSHIP (#003)46%
Total $9.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
54%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE54%
  • (Not disclosed)46%
Total $9.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETAIL SOLUTIONS 401(K) (#002)200
  • EMPLOYEE STOCK OWNERSHIP (#003)186
Total 386Click row to drill in

Benefits portfolio analytics

1 plan / $219K premiums / 347 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$95K
  • Vision$95K
  • Short-term disability$57K
  • Life$56K
  • Other$56K
  • Long-term disability$11K
Total $219K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Total $219K1 slice

Broker market share

Schedule A broker compensation

Split broker
87%top
  • JAMES A SCOTT & SON INC87%
  • WATCHTOWER TECHNOLOGIES INC13%
Total $34K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AMS RETAIL SOLUTIONS 401(K) PLAN

401k

Assets$5.1M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

AMS RETAIL SOLUTIONS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$4.3M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

AMERICAN MERCHANDISING SPECIALISTS, INC. WELFARE BENEFIT PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$219K
Covered lives347
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AMS RETAIL SOLUTIONS 401(K) PLAN401k$5.1M2002024
003AMS RETAIL SOLUTIONS EMPLOYEE STOCK OWNERSHIP PLANESOP$4.3M1862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506AMERICAN MERCHANDISING SPECIALISTS, INC. WELFARE BENEFIT PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$219K3472024
Retirement plans
Welfare plans
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