Plan Ledger DOL Form 5500 · updated monthly

Amplifi Loyalty Solutions401(k)

AMPLIFI LOYALTY 401(K) PLAN · NAPERVILLE, IL · plan year 2025

Reported admin expense ratio · 2025
0.70%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Amplifi Loyalty Solutions reported $51,856 in plan administrative expenses for 2025: 0.70% of average plan assets, above the peer median. Employer contributions averaged $2,236 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.51% to 0.70%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (2,526th of 3,702), and 8,469th of 11,654 in professional & technical services. In 2025, employees put in $3.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,583,022
Participants with balances153
Active participants174
Employer contributions$389,140
Employee contributions$1,191,027
Employer contribution per active participant$2,236
Average account balance$56,098
Benefits paid to participants$316,722
Plan auditUnmodified (clean) audit opinion
AuditorMRPR GROUP, PC
Plan history2
Yearassets · accounts · employer contribution
2025$8.6M · 153 accts · $389K emplr
2024$6.1M · 140 accts · $398K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$22,232
Investment management$17,124
Audit (IQPA)$12,500
Total administrative$51,856
The Amplifi Loyalty Solutions 401(k) match · 2025
Employer contribution per active participant$2,236
Median for plans this size$1,464
2025$2,236 per active participant
2024$2,442 per active participant

Amplifi Loyalty Solutions's 2025 employer contribution ran above the $1,464 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$22,232
CREATIVE PLANNING LLC · Investment advisory (plan)$16,529
MRPR CPA'S AND ADVISORS · Accounting / audit$12,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2025$51,856 · 0.70%
2024$26,328 · 0.51%
Same employer
Similar plansProfessional & Technical Services · Illinois
Citrus Health Group, Inc. IL$8.9M · 0.25%
Kalderos, Inc. IL$8.4M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273844276 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.