Plan Snapshot
- Plan Sponsor: Amplifybio, LLC
- Sponsor EIN: 862301671
- Sponsor Address: 1425 PLAIN CITY-GEORGESVILLE RD, WEST JEFFERSON, OH, 431627500
- Plan Type: 401(k)
- Total Participants: 304
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2023 | 304 | $13.0M | $1.2M | $2.2M |
| 2022 | 268 | $7.4M | $663,431 | $1.3M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $77,472 | — | $77,472 |
| MORGAN STANLEY SMITH BARNEY | Investment Advisor | $36,982 | — | $36,982 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- MORGAN STANLEY SMITH BARNEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,454
- Estimated Expense Ratio: 0.879% 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 |
|---|---|---|---|---|---|
| 2023 | $57,229 | $18,492 | — | — | — |
| 2022 | $36,349 | — | — | — | — |