Original filing (PDF)20250731180146NAL0005583921001

AMERICAN PAYROLL INSTITUTE, INC.

Name: AMERICAN PAYROLL INSTITUTE, INC. — AMERICAN PAYROLL INSTITUTE, INC. 401(K) PLAN, Form 5500 (2024)
Creator: AMERICAN PAYROLL INSTITUTE, INC.

Form 5500-SF

FILING_RECEIVED

AMERICAN PAYROLL INSTITUTE, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

108

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN PAYROLL INSTITUTE, INC..

Plan sponsor

Name

AMERICAN PAYROLL INSTITUTE, INC.

EIN

13-3124063

Address

660 NORTH MAIN AVENUE, SUITE 100 · SAN ANTONIO, TX · 78205

Phone

(210) 226-4600

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

IDEA RANCH, LLC

IDEA RANCH, LLC 401(K) PLAN

$6.5M · 46 participants

CRANFORD JOHNSON ROBINSON WOODS, INC.

CRANFORD JOHNSON ROBINSON WOODS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

$6.5M · 53 participants

ENGLANDER KNABE ALLEN & ASSOCIATES, LLC

ENGLANDER KNABE ALLEN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

$6.5M · 17 participants

STREET FACTORY MEDIA, INC.

STREET FACTORY MEDIA, INC. 401(K) PROFIT SHARING PLAN

$6.5M · 37 participants

ZAMBEZI, LLC

ZAMBEZI, LLC 401(K) PROFIT SHARING PLAN