Plan Snapshot
- Plan Sponsor: Amplify Education, INC.
- Sponsor EIN: 134125483
- Sponsor Address: 55 WASHINGTON STREET, BROOKLYN, NY, 11201
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 1,794
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,794 | $0 | $0 | $0 |
| 2023 | 1,415 | $0 | $0 | $0 |
| 2022 | 1,318 | $0 | $0 | $0 |
| 2021 | 571 | $0 | $0 | $0 |
| 2020 | 525 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| MERITAIN HEALTH | Recordkeeper | $704,586 | — | $704,586 |
| LINCOLN NATIONAL LIFE INSURANCE CO | Recordkeeper | $42,472 | — | $42,472 |
| AETNA BEHAVIORAL HEALTH, LLC | Recordkeeper | $29,263 | — | $29,263 |
| RXBENEFITS | Other Service Provider | $13,288 | — | $13,288 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL LIFE INSURANCE CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $789,609
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 |
|---|---|---|---|---|---|
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |
| 2021 | — | — | — | — | — |
| 2020 | — | — | — | — | — |