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Original filing (PDF)20260225140356NAL0002995393001
AMPAM PARKS MECHANICAL
Form 5500
FILING_RECEIVED
AMPAM PARKS MECHANICAL 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.3 mo
Active participants
1,076
Accounts w/ balance
271
Plan assets (EOY)
$17.5M
Net assets (EOY)
$17.5M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
87
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Filed 3.3 months past the 10.5-month grace window.
- Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMPAM PARKS MECHANICAL.
Plan sponsor
Name
AMPAM PARKS MECHANICAL
EIN
74-2930667
Address
17036 AVALON BOULEVARD · CARSON, CA · 90746
Phone
(310) 427-7027
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2026-02-25
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)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RYDING COMPANY | 95-3497679 | WESTLAKE VILLAGE, CA | CONTRACT ADMIN | $4K | — |
Investments
39 direct securities · 1 pooled fund· $31.1M(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.
Uncategorized
$17.3M
39 holdings
Pooled Separate Account
$13.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FUTURE FUNDS SERIES ACCT II OF GWL GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $13.8M | 79.0% | |
| Fully benefit-responsive investment contract * Guaranteed Portfolio Fund Guaranteed Interest Contract | — | — | — | $3.4M | 19.5% | |
| Empower Aggressive Profile Fund Pooled Separate Account | — | — | — | $2.8M | 15.8% | |
| Empower S&P 500 Index Fund Pooled Separate Account | — | — | — | $1.9M | 10.9% | |
| Marsico Focus Fund Pooled Separate Account | — | — | — | $1.2M | 6.9% | |
| JPMorgan U.S. Research Enhanced Equity Fund Pooled Separate Account | — | — | — | $1.2M | 6.6% | |
| Investments * American Funds EuroPacific Growth Fund Pooled Separate Account | — | — | — | $959K | 5.5% | |
| Invesco Global Fund Pooled Separate Account | — | — | — | $822K | 4.7% | |
| Empower Moderate Profile Fund Pooled Separate Account | — | — | — | $663K | 3.8% | |
| Invesco Discovery Large Cap Fund Pooled Separate Account | — | — | — | $585K | 3.3% | |
| Empower Mid Cap Value Fund Pooled Separate Account | — | — | — | $387K | 2.2% | |
| Empower S&P Small Cap 600 Index Fund Pooled Separate Account | — | — | — | $359K | 2.0% | |
| Fidelity Advisor Leveraged Company Stock Fund Pooled Separate Account | — | — | — | $347K | 2.0% | |
| American Funds Growth Fund of America Pooled Separate Account | — | — | — | $318K | 1.8% | |
| Empower International Value Fund Pooled Separate Account | — | — | — | $278K | 1.6% | |
| Columbia Large Cap Value Fund Pooled Separate Account | — | — | — | $211K | 1.2% | |
| Empower Real Estate Index Fund Pooled Separate Account | — | — | — | $204K | 1.2% | |
| Empower Lifetime 2045 Fund Pooled Separate Account | — | — | — | $168K | 1.0% | |
| Empower Secure Foundation Balanced Fund Pooled Separate Account | — | — | — | $161K | 0.9% | |
| ClearBridge Small Cap Growth Fund Pooled Separate Account | — | — | — | $147K | 0.8% | |
| Empower U.S. Government Securities Fund Pooled Separate Account | — | — | — | $145K | 0.8% | |
| Empower Lifetime 2025 Fund Pooled Separate Account | — | — | — | $133K | 0.8% | |
| Empower Conservative Profile Fund Pooled Separate Account | — | — | — | $124K | 0.7% | |
| Invesco Comstock Fund Pooled Separate Account | — | — | — | $109K | 0.6% | |
| Empower T. Rowe Price Mid-Cap Growth Fund Pooled Separate Account | — | — | — | $98K | 0.6% | |
| Empower Bond Index Fund Pooled Separate Account | — | — | — | $91K | 0.5% | |
| Empower Small Cap Value Fund Pooled Separate Account | — | — | — | $89K | 0.5% | |
| Empower Large Cap Value Fund Pooled Separate Account | — | — | — | $88K | 0.5% | |
| PIMCO Total Return Fund Pooled Separate Account | — | — | — | $78K | 0.4% | |
| Macquarie Small Cap Core Fund Pooled Separate Account | — | — | — | $74K | 0.4% | |
| Virtus Ceredex Mid-Cap Value Equity Fund Pooled Separate Account | — | — | — | $56K | 0.3% | |
| Empower Lifetime 2050 Fund Pooled Separate Account | — | — | — | $26K | 0.2% | |
| Empower Lifetime 2015 Fund Pooled Separate Account | — | — | — | $22K | 0.1% | |
| Empower Lifetime 2035 Fund Pooled Separate Account | — | — | — | $18K | 0.1% | |
| Empower Lifetime 2055 Fund Pooled Separate Account | — | — | — | $14K | <0.1% | |
| Empower Multi-Sector Bond Fund Pooled Separate Account | — | — | — | $12K | <0.1% | |
| Empower Lifetime 2040 Fund Pooled Separate Account | — | — | — | $6K | <0.1% | |
| Empower Lifetime 2030 Fund Pooled Separate Account | — | — | — | $3K | <0.1% | |
| Empower Lifetime 2020 Fund Pooled Separate Account | — | — | — | $3K | <0.1% | |
| Putnam Income Fund Pooled Separate Account | — | — | — | $2K | <0.1% |