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Original filing (PDF)20250919120747NAL0003031507001
ACH EMPLOYMENT SERVICES, LLC
Form 5500
FILING_RECEIVED
ACH EMPLOYMENT SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
878
Accounts w/ balance
482
Plan assets (EOY)
$18.7M
Net assets (EOY)
$18.7M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 55% 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 ACH EMPLOYMENT SERVICES, LLC.
Plan sponsor
Name
ACH EMPLOYMENT SERVICES, LLC
EIN
32-0473743
Address
1535 WEST LOOP SOUTH #300 · HOUSTON, TX · 77027
Phone
(832) 219-3833
Industry
Real Estatesee 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
2025-09-19
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LAPORTE APAC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED BENEFIT PENSIONS, INC. | 36-4517541 | MELVILLE, NY | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS AND COMPANY INC. | 43-0538770 | SAINT LOUIS, MO | SERVICE PROVIDER | $0 | — |
Investments
39 direct securities · 1 pooled fund· $34.3M(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.
Uncategorized
$18.7M
39 holdings
Pooled Separate Account
$15.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNTS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $15.7M | 83.7% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $2.5M | 13.5% | |
| Self-Directed Brokerage Accounts | — | — | — | $2.4M | 13.0% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $2.2M | 12.0% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $1.8M | 9.7% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $1.6M | 8.7% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $1.5M | 8.3% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $1.4M | 7.2% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $869K | 4.6% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $669K | 3.6% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $556K | 3.0% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $413K | 2.2% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $339K | 1.8% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $336K | 1.8% | |
| Participants Loans | — | — | — | $277K | 1.5% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $208K | 1.1% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $204K | 1.1% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $192K | 1.0% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $189K | 1.0% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $126K | 0.7% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $115K | 0.6% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $77K | 0.4% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $74K | 0.4% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $68K | 0.4% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $63K | 0.3% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $55K | 0.3% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $46K | 0.2% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $45K | 0.2% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $28K | 0.1% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $27K | 0.1% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $26K | 0.1% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $24K | 0.1% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $20K | 0.1% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $18K | <0.1% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $15K | <0.1% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $11K | <0.1% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $10K | <0.1% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $9K | <0.1% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $7K | <0.1% | |
| Voya Retirement Insurance and Annuity Co. | — | — | — | $4K | <0.1% |