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Original filing (PDF)20251015010013NAL0007909506008
APRENDAMOS INTERVENTION TEAM, P.A.
Form 5500
FILING_RECEIVED
APRENDAMOS INTERVENTION TEAM, P.A. 401(K) PSP AND TRUST
401(k) retirement plan
Signals · 2
35% in single holdingNo recordkeeper disclosed
Active participants
185
Accounts w/ balance
98
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
82
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "Interest Identity Description Cost Value Charles Schwab $ Participant Directed Brokerage Accounts" is 35% of plan.
- No recordkeeper disclosed on Schedule C.
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APRENDAMOS INTERVENTION TEAM, P.A..
Plan sponsor
Name
APRENDAMOS INTERVENTION TEAM, P.A.
EIN
14-1940880
Address
301 PERKINS DR SUITE B · LAS CRUCES, NM · 88005
Phone
(575) 526-6682
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BOCK & ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
51 direct securities· $11.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest Identity Description Cost Value Charles Schwab $ Participant Directed Brokerage Accounts | — | — | — | $4.1M | 70.4% | |
| John Hancock Participant Directed Brokerage Accounts | — | — | — | $1.7M | 29.6% | |
| SCHWAB SWEEP ACCOUNT | — | — | — | $591K | 10.3% | |
| AMERICAN FUNDS 2055 TARGET DATE | — | — | — | $376K | 6.5% | |
| AMERICAN FUNDS 2060 TARGET DATE | — | — | — | $362K | 6.3% | |
| AMERICAN FUNDS 2035 TARGET DATE | — | — | — | $258K | 4.5% | |
| AMERICAN FUNDS 2045 TARGET DATE | — | — | — | $235K | 4.1% | |
| SPDR S&P 500 ETF TRUST | — | — | — | $218K | 3.8% | |
| VISA INC | — | — | — | $217K | 3.8% | |
| MASTERCARD INCORPORATED | — | — | — | $215K | 3.7% | |
| AMAZON COM INC | — | — | — | $203K | 3.5% | |
| INTUITIVE SURGICAL INC | — | — | — | $195K | 3.4% | |
| TYLER TECHNOLOGIES INC | — | — | — | $180K | 3.1% | |
| SPDR PORTFOLIO S&P 500 ETF | — | — | — | $179K | 3.1% | |
| SERVICENOW INC | — | — | — | $171K | 3.0% | |
| ALPHABET INC | — | — | — | $155K | 2.7% | |
| MICROSOFT CORP | — | — | — | $153K | 2.7% | |
| AMERICAN FUNDS 2050 TARGET DATE | — | — | — | $141K | 2.4% | |
| BONDS | — | — | — | $139K | 2.4% | |
| AMERICAN FUNDS 2040 TARGET DATE | — | — | — | $133K | 2.3% | |
| APPFOLIO INC | — | — | — | $130K | 2.2% | |
| AMERICAN FUNDS 2020 TARGET DATE | — | — | — | $126K | 2.2% | |
| IDEXX LABS INC | — | — | — | $122K | 2.1% | |
| THE TRADE DESK INC | — | — | — | $117K | 2.0% | |
| SAMSARA INC | — | — | — | $114K | 2.0% | |
| GARTNER INC | — | — | — | $98K | 1.7% | |
| SALESFORCE INC | — | — | — | $95K | 1.6% | |
| FAIR ISAAC CORP | — | — | — | $90K | 1.6% | |
| GUIDEWIRE SOFTWARE INC | — | — | — | $89K | 1.5% | |
| MSCI INC | — | — | — | $88K | 1.5% | |
| COSTAR GROUP INC | — | — | — | $85K | 1.5% | |
| SYNOPSYS INC | — | — | — | $70K | 1.2% | |
| VERTEX INC | — | — | — | $68K | 1.2% | |
| AMERICAN FUNDS 2065 TARGET DATE | — | — | — | $60K | 1.0% | |
| ARCH CAP GROUP LTD | — | — | — | $56K | 1.0% | |
| SPDR S&P CAPITAL MARKETS | — | — | — | $44K | 0.8% | |
| TR ACTIVEBETA US SMALL CAP | — | — | — | $43K | 0.8% | |
| VANGUARD REAL ESTATE ETF | — | — | — | $33K | 0.6% | |
| ISHARES EXPANDED TECH | — | — | — | $23K | 0.4% | |
| ISHARES EXPANDED TECH SECTOR | — | — | — | $22K | 0.4% | |
| ISHARES U.S. REGIONAL BANKS | — | — | — | $21K | 0.4% | |
| KRANESHARES CSI CHINA | — | — | — | $20K | 0.4% | |
| SPDR S&P TELECOM ETF | — | — | — | $11K | 0.2% | |
| ISHARES CORE U.S. AGGREGATE | — | — | — | $6K | 0.1% | |
| 500 INDEX FUND | — | — | — | $4K | <0.1% | |
| AMERICAN FUNDS 2030 TARGET DATE | — | — | — | $3K | <0.1% | |
| JPMORGAN LARGE CAP GROWTH 219 MACQUARIE SMALL CAP GROWTH | — | — | — | $2K | <0.1% | |
| MFS MID CAP VALUE FUND | — | — | — | $2K | <0.1% | |
| VANGUARD SMALL CAP VALUE INDEX | — | — | — | $1K | <0.1% | |
| INVESCO DISCOVERY MID CAP GROW | — | — | — | $1K | <0.1% | |
| JOHN HANCOCK MONEY MARKET FUND 492 DFA INFLATION-PROTECED SEC 384 AF AMERCIAN BALANCED FUND 310 VANGUARD INTERNATIONAL GROWTH | — | — | — | $1K | <0.1% |
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