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Original filing (PDF)20251015133814NAL0002501971001
ADVISORS MORTGAGE GROUP
Form 5500
FILING_RECEIVED
ADVISORS MORTGAGE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
254
Accounts w/ balance
152
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "[DFE: SEPARATE ACCOUNT D (no filing on disk)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVISORS MORTGAGE GROUP.
Plan sponsor
Name
ADVISORS MORTGAGE GROUP
EIN
22-3626426
Address
1411 HIGHWAY 35 · OCEAN, NJ · 07712
Phone
(732) 292-3133
Industry
All Other Professional Services· 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JVA ACCOUNTANTS & ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL PROFESSIONAL PLANNING GROU | 22-3349752 | — | THIRD PARTY ADMIN | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL PROFESSIONAL PLANNING GROU | 22-3349752 | — | SERVICE PROVIDER | $11K | — |
| BLEAKLEY FINANCIAL GROUP LLC | 47-2523848 | — | SERVICE PROVIDER | $0 | — |
Investments
1 pooled fund· $12.2M(93% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $12.2M | 93.3% |
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