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Original filing (PDF)20250608130722NAL0039202834001
ALPHA MEASUREMENT SOLUTIONS, LLC.
Form 5500
FILING_RECEIVED
ALPHA MEASUREMENT SOLUTIONS, LLC.
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
224
Accounts w/ balance
237
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 44 bps in Schedule C fees — 52% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPHA MEASUREMENT SOLUTIONS, LLC..
Plan sponsor
Name
ALPHA MEASUREMENT SOLUTIONS, LLC.
EIN
76-0283670
Address
10540 ROCKLEY ROAD · HOUSTON, TX · 77099
Phone
(832) 456-4100
Industry
All Other Professional Services· Professional & Technical 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
2025-06-08
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $27K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
28 direct securities · 1 pooled fund· $12.5M(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
$12.2M
27 holdings
Common Collective Trust
$320K
1 holding
Mutual Funds
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Index 2025 Fund Institutional Premium Class | — | — | — | $2.1M | 16.4% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $1.9M | 14.9% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund Institutional Premium Class | — | — | — | $1.6M | 13.1% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund Institutional Premium Class | — | — | — | $1.4M | 11.4% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.4M | 10.9% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund Institutional Premium Class | — | — | — | $1.3M | 10.1% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund Institutional Premium Class | — | — | — | $531K | 4.2% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund Institutional Premium Class | — | — | — | $455K | 3.6% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $320K | 2.6% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund Institutional Premium Class | — | — | — | $278K | 2.2% | |
| Fidelity Investments Fidelity Government Money Market Fund Class K6 | — | — | — | $259K | 2.1% | |
| Alliance Bernstein AB Small Cap Growth Portfolio Class Z | — | — | — | $218K | 1.7% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund Institutional Premium Class | — | — | — | $183K | 1.5% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund Institutional Premium Class | — | — | — | $159K | 1.3% | |
| Columbia Threadneedle Columbia Dividend Income Fund Institutional 3 Class | — | — | — | $69K | 0.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $68K | 0.5% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $58K | 0.5% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund Institutional Premium Class | — | — | — | $54K | 0.4% | |
| JPMorgan Core Bond R6 | — | — | — | $46K | 0.4% | |
| Fidelity Investments Fidelity Strategic Income Fund | — | — | — | $44K | 0.4% | |
| Notes receivable Notes receivable with variable maturities and interest rates ranging * Participants from 4.25% - 9.50% on all outstanding notes. -- | — | — | — | $44K | 0.3% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $27K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index Income Institutional Premium Class ** 249 * Fidelity Investments Fidelity Freedom Index 2015 Fund Institutional Premium Class | — | — | — | $16K | 0.1% | |
| Fidelity Investments Fidelity Global ex U.S. Index Fund | — | — | — | $15K | 0.1% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $10K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2070 Fund Institutional Premium Class | — | — | — | $8K | <0.1% | |
| Blackrock Mid-Cap Growth Equity Portfolio Class K | Mutual Funds | — | — | $5K | <0.1% | |
| MFS International Growth Fund Class R6 | — | — | — | $4K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund, Inc. Class Z | — | — | — | $3K | <0.1% |
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