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Department of Labor filing

AMTEX SUPPLY HOLDINGS, INC.

AMTEX SUPPLY HOLDINGS, INC. RETIREMENT PLAN & TRUST · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Aug 7, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

47filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$1,893

Reported employer contributions per active participant.

Higher than about 45% of comparable plans
#People in the filing
137

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$192 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 51% of comparable plans
↗Investment performance
Not available

Plan assets changed 7.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202447out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions45th percentileTypical peer $2,059 · based on 1,266 comparable plans
Lower reported administrative expense51st percentileTypical peer $195 · based on 1,288 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, AMTEX SUPPLY HOLDINGS, INC. reported $259,279 in employer contributions across the plan and 137 active participants. That works out to $1,893 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy61%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendNot enough history

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 49.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context47/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$259,279
Participant contributions
$1,132,824
Other contributions
$13,676
Employer share of reported contributions
18.6%
Beginning assets
$22,587,054
Ending assets
$24,382,320
Ending net assets
$24,382,320
Ending liabilities
$0
Total income
$4,076,936
Total expenses
$2,277,207
Administrative expenses
$55,760
Participant loans
$337,058

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
Not reported
2023
$1,624
2024
$1,893
Plan-paid administrative expenses per participant
2022
$128
2023
$147
2024
$192
Active participants
2022
221
2023
207
2024
137
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,89313724.4M20250807051810NAL0010180226001
2023$1,62420722.6M20240918052653NAL0002363491001
2022Not reported22119.8M20231020051224NAL0001569377001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.4%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
823729171-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2018
Industry
Wholesale trade
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
AMERICAN BEACON ADVISORS2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
PRINCIPAL FUNDS DISTRIBUTOR, INC.2024Not reportedunknown
PUTNAM RETAIL MANAGEMENT2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20250807051810NAL0010180226001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗