Plan Snapshot
- Plan Sponsor: Amplifi Loyalty Solutions
- Sponsor EIN: 273844276
- Sponsor Address: 1240 E DIEHL RD, SUITE 400, NAPERVILLE, IL, 60563
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 196
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 196 | $8.6M | $0 | $0 |
| 2024 | 163 | $6.1M | $398,069 | $1.2M |
| 2023 | 136 | $4.3M | $299,805 | $898,320 |
| 2022 | 111 | $2.5M | $110,813 | $607,304 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $22,232 | — | $22,232 |
| CREATIVE PLANNING LLC | Investment Advisor | $16,529 | — | $16,529 |
| MRPR CPA'S AND ADVISORS | Auditor | $12,500 | — | $12,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,261
- Estimated Expense Ratio: 0.597% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $368,578 | $17,124 | — | $12,500 | — |
| 2024 | $26,328 | $7,036 | — | — | — |
| 2023 | $112,368 | — | — | — | — |
| 2022 | $797,760 | — | — | — | — |