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Original filing (PDF)20251014111204NAL0001287315001
AMTEL, LLC
Form 5500
FILING_RECEIVED
CONNECTIVITY SOURCE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
878
Accounts w/ balance
882
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 AMTEL, LLC.
Plan sponsor
Name
AMTEL, LLC
EIN
27-0499788
Address
3720 DACOMA STREET · HOUSTON, TX · 77092
Phone
(713) 861-3332
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
HANNIS T BOURGEOIS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
24 direct securities · 1 pooled fund· $9.6M(100% 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.
Pooled Separate Account
$4.7M
1 holding
Uncategorized
$4.7M
23 holdings
Pooled Separate Accounts
$176K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VRIAC VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.7M | 93.0% | |
| Voya Index Solution 2050 P Z | — | — | — | $701K | 13.8% | |
| Voya Index Solution 2045 P Z | — | — | — | $610K | 12.0% | |
| Voya Index Solution 2055 P Z | — | — | — | $595K | 11.7% | |
| Vanguard 500 Index Fund Adm | — | — | — | $440K | 8.6% | |
| Voya Index Solution 2060 P Z | — | — | — | $424K | 8.3% | |
| Voya Index Solution 2035 P Z | — | — | — | $355K | 7.0% | |
| Voya Index Solution 2040 P Z | — | — | — | $312K | 6.1% | |
| Voya Index Solution 2065 P Z | — | — | — | $253K | 5.0% | |
| J.P. Morgan JPMorgan Large Cap Growth Fund R6 | — | — | — | $190K | 3.7% | |
| American Funds American Funds New Prspctv R6 | Pooled Separate Accounts | — | — | $176K | 3.4% | |
| Vanguard Tot Int Stk In F Adm | — | — | — | $107K | 2.1% | |
| Vanguard Mid-Cap Index Fund Adm | — | — | — | $101K | 2.0% | |
| J.P. Morgan JPMorgan Equity Income Fund R6 | — | — | — | $96K | 1.9% | |
| Voya Index Solution 2025 P Z | — | — | — | $78K | 1.5% | |
| Voya Index Solution 2030 P Z | — | — | — | $76K | 1.5% | |
| Vanguard Small-Cap Index Fund Adm | — | — | — | $64K | 1.2% | |
| Voya Intermediate Bond Fund R6 | — | — | — | $60K | 1.2% | |
| Plan Sponsor Notes Receivable from Participants (Rates range from 5.25% to 10.50%) | — | — | — | $56K | 1.1% | |
| Voya Fixed Account | — | — | — | $56K | 1.1% | |
| Voya Government Money Market Fund A | — | — | — | $52K | 1.0% | |
| Services MFS International Growth Fund Class R6 | — | — | — | $23K | 0.4% | |
| Voya Index Solution Income P Z | — | — | — | $9K | 0.2% | |
| T. Rowe Price T. Rowe Price Cap Apprec Port R6 | — | — | — | $9K | 0.2% | |
| PIMCO Income Fund Ins | — | — | — | $9K | 0.2% |
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