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Original filing (PDF)20250930085245NAL0014612128001
APARTMENT MANAGEMENT PROFESSIONALS, LLC
Form 5500
FILING_RECEIVED
AMP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
94
Accounts w/ balance
194
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
How this plan invests
This plan
1 pooled trust
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Participation health
100
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 APARTMENT MANAGEMENT PROFESSIONALS, LLC.
Plan sponsor
Name
APARTMENT MANAGEMENT PROFESSIONALS, LLC
EIN
46-5610258
Address
2944 FULLER AVENUE NE · SUITE 300 · GRAND RAPIDS, MI · 49505
Phone
(616) 308-3010
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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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
WISS & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RED BANK PENSION SERVICES, INC. | 22-2755716 | SHREWSBURY, NJ | SERVICE PROVIDER | $0 | — |
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
Investments
43 direct securities · 1 pooled fund· $3.4M(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
$2.5M
43 holdings
Pooled Separate Account
$867K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $867K | 34.5% | |
| Voya Retirement Insurance and Annuity Company Voya Solution Moderately Aggressive Portfolio - Class ADV | — | — | — | $370K | 14.7% | |
| Group annuity contract with insurance company - * Voya Retirement Insurance and Annuity Company Voya Fixed Account | — | — | — | $323K | 12.9% | |
| JP Morgan JPMorgan SmartRetirement 2045 Fund R2 | — | — | — | $213K | 8.5% | |
| JP Morgan JPMorgan SmartRetirement 2040 Fund R2 | — | — | — | $169K | 6.7% | |
| JP Morgan JPMorgan SmartRetirement 2050 Fund R2 | — | — | — | $153K | 6.1% | |
| JP Morgan JPMorgan SmartRetirement 2035 Fund R2 | — | — | — | $151K | 6.0% | |
| JP Morgan JPMorgan SmartRetirement 2055 Fund R2 | — | — | — | $128K | 5.1% | |
| Voya Retirement Insurance and Annuity Company Voya T. Rowe Price Growth Equity Portfolio - Adviser Class | — | — | — | $120K | 4.8% | |
| Voya Retirement Insurance and Annuity Company Voya U.S. Stock Index Portfolio - Class ADV | — | — | — | $97K | 3.9% | |
| JP Morgan JPMorgan SmartRetirement 2030 Fund R2 | — | — | — | $94K | 3.7% | |
| JP Morgan JPMorgan SmartRetirement 2060 Fund R2 | — | — | — | $75K | 3.0% | |
| JP Morgan JPMorgan SmartRetirement Income Fund R2 | — | — | — | $49K | 2.0% | |
| Voya Retirement Insurance and Annuity Company Voya Government Money Market Fund | — | — | — | $47K | 1.9% | |
| Voya Retirement Insurance and Annuity Company Voya Russell Large Cap Index Port A | — | — | — | $46K | 1.8% | |
| Neuberger Berman Neuberger Berman High Income Bond R3 | — | — | — | $44K | 1.7% | |
| Late to the Plan Not Corrected Outside VFCP in VFCP PTE 2001-51 $ 38,252 - | — | — | — | $38K | 1.5% | |
| American Funds American Funds Growth Fund R3 | — | — | — | $37K | 1.5% | |
| Voya Retirement Insurance and Annuity Company Voya Columbia Small Cap Value II Portfolio - Class ADV | — | — | — | $34K | 1.3% | |
| Voya Retirement Insurance and Annuity Company Voya JPMorgan Emerging Markets Equity Portfolio - Class ADV | — | — | — | $30K | 1.2% | |
| Voya Retirement Insurance and Annuity Company Voya Solution Aggressive Portfolio - Class ADV | — | — | — | $29K | 1.2% | |
| JP Morgan JPMorgan SmartRetirement 2025 Fund R2 | — | — | — | $29K | 1.1% | |
| Voya Retirement Insurance and Annuity Company Voya Russell Mid Cap Index Port A | — | — | — | $29K | 1.1% | |
| Eaton Vance Funds Eaton Vance Atlanta Capital SMID-Cap | — | — | — | $26K | 1.0% | |
| American Funds American Funds Capital World Gr&Inc R3 | — | — | — | $24K | 1.0% | |
| Voya Retirement Insurance and Annuity Company Voya Solution Balanced Portfolio - Class ADV | — | — | — | $17K | 0.7% | |
| CBRE MainStay CBRE Real Estate Fund Class A | — | — | — | $16K | 0.6% | |
| Voya Retirement Insurance and Annuity Company Voya T. Rowe Price Capital Appreciation Portfolio ADV | — | — | — | $15K | 0.6% | |
| Notes receivable from participants Interest rates ranging from 4.25% - 9.50% | — | — | — | $14K | 0.6% | |
| Voya Retirement Insurance and Annuity Company Voya T. Rowe Price Equity Income Portfolio Adv | — | — | — | $12K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Voya Solution Conservative Portfolio - Class ADV | — | — | — | $10K | 0.4% | |
| Pioneer Investments Pioneer Strategic Income Fund R | — | — | — | $10K | 0.4% | |
| BlackRock Equity Dividend Fund R | — | — | — | $8K | 0.3% | |
| Victory Sycamore Established Value R6 | — | — | — | $8K | 0.3% | |
| PIMCO Funds PIMCO CommodityRealReturn Strategy Fund | — | — | — | $8K | 0.3% | |
| BlackRock Global Allocation Fund R | — | — | — | $7K | 0.3% | |
| PIMCO Funds PIMCO International Bond Fund Unhdg Class A | — | — | — | $7K | 0.3% | |
| JP Morgan JPMorgan SmartRetirement 2065 Fund R2 | — | — | — | $5K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Voya International Index Port A | — | — | — | $5K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Voya Us Bond Index Port A | — | — | — | $3K | 0.1% | |
| Voya Retirement Insurance and Annuity Company Voya International High Dividend Low Volatility Portfolio ADV | — | — | — | $2K | <0.1% | |
| ClearBridge Small Cap Growth R Fund | — | — | — | $2K | <0.1% | |
| American Funds American Century Short Dur Inf PrBd R6 | — | — | — | $2K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Voya Russell Small Cap Index Port A | — | — | — | $1K | <0.1% |
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