How big is 401(k) Administration Management Program, Inc.'s plan?

401(k) Administration Management Program, Inc.'s plan reported $52.7M in assets and 4,295 participants for 2024.

Original filing (PDF)20251013104108NAL0000492195001

401(k) Administration Management Program, Inc.

Name: 401(k) Administration Management Program, Inc. — Form 5500 Plan 001 (2024)
Creator: 401(k) Administration Management Program, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Voyager PEP

401(k) retirement plan · 401(k) Administration Management Program, Inc.'s Voyager PEP held $52.7M in plan assets for 4,295 participants in 2024.

Signals · 4

Late participant contributionsCorrective distributions issuedNo recordkeeper disclosed8 service providers

Active participants

4,295

Accounts w/ balance

2,046

Plan assets (EOY)

$52.7M

Net assets (EOY)

$52.7M

People on this filing

Alyssa Chellew signed 401(k) Administration Management Program, Inc.'s 2024 Form 5500 as plan administrator.

Alyssa Chellew — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

401(k) Administration Management Program, Inc.'s EIN is 85-4019239.

EIN 85-4019239

Plan number 001

Plan year 2024

ACK ID 20251013104108NAL0000492195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 401(k) Administration Management Program, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

401(k) Administration Management Program, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 401(K) ADMINISTRATION MANAGEMENT PROGRAM, INC.

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How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 193K (3% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (12th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

401(K) ADMINISTRATION MANAGEMENT PROGRAM, INC

EIN

all filings

Address

10777 NORTHWEST FREEWAY · SUITE 440 · HOUSTON, TX · 77092

Phone

(713) 524-5192

Industry

Finance & Insurance

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

2025-10-13

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)

2W · Pooled employer plan (PEP)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

8 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
EQUITABLE ADVISORS, LLC	13-4071393	—	SERVICE PROVIDER	$0	—
ALPHA CAPITAL MANAGEMENT GROUP LLC	47-4360318	—	SERVICE PROVIDER	$0	—
ONEDIGITAL INVESTMENT ADVISORS	43-1451524	—	SERVICE PROVIDER	$0	—

Investments

35 direct securities · 1 pooled fund· $102.9M(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.

Pooled Separate Account

$50.2M

1 holding

Common Collective Trusts

$47.2M

22 holdings

Mutual Funds

$2.0M

8 holdings

Stable Value

$1.5M

1 holding

Other securities

$1.0M

2 holdings

Bonds / Notes

$976K

1 holding

Cash / Money Market

$24K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$8.0M Voya$2.7M Franklin Templeton$1.4M Dimensional / DFA$1.1M PIMCO$68K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
TBS AGENCY, INC.	—	FAIRFIELD, IA	BROKER/DEALER	$0	—
ARKADIOS CAPITAL	—	ATLANTA, GA	BROKER/DEALER	$0	—
AMERIPRISE FINANCIAL SERVICES, INC.	—	MINNEAPOLIS, MN	BROKER/DEALER	$0	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEAFHOUSE	26-4311657	—	SERVICE PROVIDER	$18K	—
COMMONWEALTH EQUITY SERVICES	04-2675571	—	SERVICE PROVIDER	$0	—

					% of plan
SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$50.2M	95.4%
MyCompass Index Moderate 2035 Fund Common Collective Trust	Common Collective Trusts	—	—	$10.9M	20.8%
MyCompass Index Moderate 2045 Fund Common Collective Trust	Common Collective Trusts	—	—	$7.9M	15.0%
MyCompass Index Moderate Retirement Fund Common Collective Trust	Common Collective Trusts	—	—	$7.3M	13.9%
MyCompass Index Moderate 2055 Fund Common Collective Trust	Common Collective Trusts	—	—	$6.1M	11.5%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$5.6M	10.7%
Voya Fixed Account (4450) Guaranteed Investment Contract	Stable Value	—	—	$1.5M	2.8%
MyCompass Index Moderate 2065 Fund Common Collective Trust	Common Collective Trusts	—	—	$1.2M	2.3%
Franklin DynaTech GG Trust CIT Mutual Fund	Common Collective Trusts	—	—	$1.2M	2.2%
Participant Loans Interest rates from 4.25% to 10.50%	Bonds / Notes	—	—	$976K	1.9%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$922K	1.8%
MyCompass Index Conservative 2035 Fund Common Collective Trust	Common Collective Trusts	—	—	$865K	1.6%
Voya Large Cap Value Fund Mutual Fund	Other securities	—	—	$767K	1.5%
MyCompass Index Conservative 2055 Fund Common Collective Trust	Common Collective Trusts	—	—	$703K	1.3%
MyCompass Index Conservative 2045 Fund Common Collective Trust	Common Collective Trusts	—	—	$678K	1.3%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$658K	1.2%
MyCompass Index Conservative Retirement Fund Common Collective Trust	Common Collective Trusts	—	—	$592K	1.1%
Voya Core Bond Fund Common Collective Trust	Common Collective Trusts	—	—	$486K	0.9%
MyCompass Index Aggressive 2065 Fund Common Collective Trust	Common Collective Trusts	—	—	$435K	0.8%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$435K	0.8%
MFS Mid Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$397K	0.8%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$387K	0.7%
DFA U.S. Vector Equity Portfolio Fund Mutual Fund	Mutual Funds	—	—	$324K	0.6%
DFA U.S. Targeted Value Portfolio Fund Mutual Fund	Mutual Funds	—	—	$310K	0.6%
DFA Inflation-Protected Securities Portfolio Fund Mutual Fund	Mutual Funds	—	—	$301K	0.6%
MFS New Discovery Fund Mutual Fund	Mutual Funds	—	—	$295K	0.6%
MyCompass Index Aggressive 2055 Fund Common Collective Trust	Common Collective Trusts	—	—	$274K	0.5%
ClearBridge International Growth Fund Mutual Fund	Other securities	—	—	$267K	0.5%
Franklin High Income Fund Mutual Fund	Mutual Funds	—	—	$185K	0.4%
MyCompass Index Aggressive 2045 Fund Common Collective Trust	Common Collective Trusts	—	—	$180K	0.3%
DFA Global Real Estate Securities Portfolio Fund Mutual Fund	Mutual Funds	—	—	$127K	0.2%
MyCompass Index Aggressive 2035 Fund Common Collective Trust	Common Collective Trusts	—	—	$115K	0.2%
MyCompass Index Aggressive Retirement Fund Common Collective Trust	Common Collective Trusts	—	—	$99K	0.2%
PIMCO International Bond Fund (U.S. Dollar-Hedged) Mutual Fund	Mutual Funds	—	—	$68K	0.1%
MyCompass Index Conservative 2065 Fund Common Collective Trust	Common Collective Trusts	—	—	$54K	0.1%
Voya Government Money Market Fund Money Market Fund	Cash / Money Market	—	—	$24K	<0.1%

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