American Mortgage Service Company Savings and Retirement Plan and Trust

American Mortgage Service Company, Cincinnati OH. Employer ID 310868609, plan number 001. Annual reports on file for 2009 to 2022.

Where the money went

Filed 2009-2022American Mortgage Service Company Savings and Retirement Plan and Trust, American Mortgage Service Company
2023Plan renumbered or taken over by a new sponsor to Springdale Title, LLC 401(k) Plan
TodaySpringdale Title, LLC 401(k) Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.

Records are kept by Fidelity Investments Institutional, per the 2023 filing.

In plan year 2011, 58 people (31% of active participants) left before they were fully vested. Turnover that high can count as a partial plan termination (Revenue Ruling 2007-43), which requires full vesting of employer money for those who left. The plan may argue it was routine turnover. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

2022: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).

"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan year	Participants	Separated, still owed	Source
2011	206	56	Filing
2012	228	58	Filing
2013	237	42	Filing
2014	236	47	Filing
2015	296	47	Filing
2016	302	49	Filing
2017	305	47	Filing
2018	303	57	Filing
2019	297	55	Filing
2020	285	62	Filing
2021	294	60	Filing
2022	115	96	Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.