Amelia Us 401(k) Plan
Sponsored by Amelia Us Llc · EIN 844092295 · Plan #001
- Total assets
- $63.9M
- Net assets
- $63.9M
- Active participants
- 147
- With balances
- 625
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $50,805 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $20,785 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $63.9M | 147 | ack 20251205121100NAL0007164562001 |
| 01/01/2021 | $73.2M | 294 | ack 20251205120900NAL0002112851001 |
| 01/01/2020 | $65.2M | 356 | ack 20251205120456NAL0003180625001 |