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Original filing (PDF)20251006162945NAL0002251699001
ASSOCIATION FOR MATERIALS PROTECTION AND PERFORMANCE
Form 5500
FILING_RECEIVED
AMPP 401(K) THRIFT TRUST
401(k) retirement plan
Active participants
159
Accounts w/ balance
197
Plan assets (EOY)
$30.9M
Net assets (EOY)
$30.9M
How this plan invests
This plan
9 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSOCIATION FOR MATERIALS PROTECTION AND PERFORMANCE.
Plan sponsor
Name
ASSOCIATION FOR MATERIALS PROTECTION AND PERFORMANCE
EIN
45-3527806
Address
15835 PARK TEN PLACE SUITE 200 · HOUSTON, TX · 77084
Phone
(281) 228-6309
Industry
Educational 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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $42K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASAE BUSINESS SERVICES | — | WASHINGTON, DC | TRUSTEE | $6K | — |
Investments
22 direct securities · 9 pooled funds· $30.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$21.7M
9 holdings
Uncategorized
$9.3M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $4.4M | 14.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $3.6M | 11.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $3.6M | 11.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $2.8M | 9.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $2.5M | 8.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $2.4M | 7.6% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.6M | 5.3% | |
| J.P.Morgan JPMorgan Large Cap Growth Fund | — | — | — | $1.5M | 5.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1.1M | 3.4% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $932K | 3.0% | |
| American Funds American Funds American Mutual Fund | — | — | — | $892K | 2.9% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $785K | 2.5% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $763K | 2.5% | |
| American Funds American Funds New World Fund | — | — | — | $730K | 2.4% | |
| American Century American Century Mid Cap Value Fund | — | — | — | $610K | 2.0% | |
| American Funds American Funds New Perspective Fund | — | — | — | $544K | 1.8% | |
| American Century American Century Small Cap Growth Fund | — | — | — | $452K | 1.5% | |
| through October 2029, and secured by participants' individual vested accrued benefits. | — | — | — | $331K | 1.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $275K | 0.9% | |
| Alliance Bernstein AB Global Bond Fund | — | — | — | $258K | 0.8% | |
| Fidelity Investments Fidelity Advisor Total Bond Fund | — | — | — | $160K | 0.5% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $135K | 0.4% | |
| PIMCO Income Fund ** 583 J.P.Morgan Undiscovered Managers Behavioral Value Fund | — | — | — | $114K | 0.4% | |
| Natixis Funds Mirova Global Sustainable Equity Fund | — | — | — | $105K | 0.3% | |
| BlackRock Funds iShares Developed Real Estate Index Fund | — | — | — | $80K | 0.3% | |
| Empower Annuity Insurance Company of America Empower Investments Fixed Account | — | — | — | $50K | 0.2% | |
| Participant Loans | — | — | — | $28K | <0.1% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $23K | <0.1% | |
| Dimensional Fund Advisors DFA inflation-Protected Securities Fund | — | — | — | $17K | <0.1% | |
| Empower Funds Empower T. Rowe Price Mid Cap Growth Fund | — | — | — | $15K | <0.1% | |
| MFS Funds MFS International Diversification Fund | — | — | — | $9K | <0.1% |
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