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Original filing (PDF)20250911051157NAL0000044451001
ADVANCED NETWORK MANAGEMENT INC.
Form 5500
FILING_RECEIVED
ADVANCED NETWORK MANAGEMENT, INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
240
Accounts w/ balance
320
Plan assets (EOY)
$25.8M
Net assets (EOY)
$25.8M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED NETWORK MANAGEMENT INC..
Plan sponsor
Name
ADVANCED NETWORK MANAGEMENT INC.
EIN
85-0427142
Address
4001 JEFFERSON PLAZA NE · ALBUQUERQUE, NM · 87109
Phone
(505) 217-0750
Industry
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
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $48K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JACKSON & ASSOCIATES, INC. | 85-0290816 | — | INVESTMENT/FINANCIAL ADVI | $45K | — |
Investments
33 direct securities · 1 pooled fund· $25.5M(99% 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.
Registered Investment Companies
$24.9M
32 holdings
Common Collective Trust
$581K
1 holding
Uncategorized
$60K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $3.9M | 15.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.8M | 14.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.6M | 14.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.2M | 12.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.1M | 8.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.3M | 5.1% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $1.3M | 5.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $870K | 3.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $829K | 3.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $581K | 2.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $525K | 2.0% | |
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $386K | 1.5% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $361K | 1.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $313K | 1.2% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $290K | 1.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $268K | 1.0% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $226K | 0.9% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $214K | 0.8% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $167K | 0.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $161K | 0.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $136K | 0.5% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $131K | 0.5% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $111K | 0.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $110K | 0.4% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $94K | 0.4% | |
| AMC REAL ESTATE FUND - R6 | Registered Investment Companies | — | — | $89K | 0.3% | |
| T ROWE PRICE SMALL CAP VALUE I | Registered Investment Companies | — | — | $88K | 0.3% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $68K | 0.3% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $60K | 0.2% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $53K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $35K | 0.1% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $25K | <0.1% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $21K | <0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $4K | <0.1% |