How big is Apartment Management Consultants, LLC's plan?

Apartment Management Consultants, LLC's plan reported $23.4M in assets and 3,634 participants for 2024.

Original filing (PDF)20250929161105NAL0015421651001

Apartment Management Consultants, LLC

Name: Apartment Management Consultants, LLC — AMC, LLC, Form 5500 (2024)
Creator: Apartment Management Consultants, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

AMC, LLC 401(k) Plan

401(k) retirement plan · Apartment Management Consultants, LLC's AMC, LLC 401(k) Plan held $23.4M in plan assets for 3,634 participants in 2024, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

3,634

Accounts w/ balance

987

Plan assets (EOY)

$23.4M

Net assets (EOY)

$23.4M

People on this filing

Maria Carrillo signed Apartment Management Consultants, LLC's 2024 Form 5500 as plan administrator.

Maria Carrillo — 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

Apartment Management Consultants, LLC's EIN is 87-0659805.

EIN 87-0659805

Plan number 001

Plan year 2024

ACK ID 20250929161105NAL0015421651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Apartment Management Consultants, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Apartment Management Consultants, LLC'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 APARTMENT MANAGEMENT CONSULTANTS, LLC.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (13th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Bottom-decile employer contributions per participant (4th percentile).

Plan sponsor

Name

APARTMENT MANAGEMENT CONSULTANTS, LLC

EIN

all filings

Address

1954 FORT UNION BLVD 500 · COTTONWOOD HEIGHTS, UT · 84121

Phone

(801) 676-1269

Industry

Real Estate

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

2025-09-29

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$108K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	—	SAN RAFAEL, CA	INVESTMENT ADVISOR	$37K	—

Investments

29 direct securities· $23.4M(100% of reported assets)

Other securities

$20.4M

20 holdings

Common Collective Trusts

$1.5M

3 holdings

Bonds / Notes

$927K

1 holding

Mutual Funds

$601K

5 holdings

					% of plan
Great Gray Trust AF 2040 I Mutual funds N/A	Other securities	—	—	$3.5M	15.1%
Great Gray Trust AF 2050 I Mutual funds N/A	Other securities	—	—	$3.2M	13.7%
Great Gray Trust AF 2045 I Mutual funds N/A	Other securities	—	—	$3.1M	13.4%
Great Gray Trust AF 2035 I Mutual funds N/A	Other securities	—	—	$2.9M	12.4%
Great Gray Trust AF 2055 I Mutual funds N/A	Other securities	—	—	$1.8M	7.7%
Great Gray Trust AF 2060 I Mutual funds N/A	Other securities	—	—	$1.7M	7.3%
Great Gray Trust AF 2030 I Mutual funds N/A	Other securities	—	—	$1.6M	6.7%
Vanguard 500 Index Admiral Mutual funds N/A	Common Collective Trusts	—	—	$1.3M	5.4%
Great Gray Trust AF 2025 I Mutual funds N/A	Other securities	—	—	$1.1M	4.6%
Various maturity dates and * Participant loans interest rates of 4.25% - 9.50% $0	Bonds / Notes	—	—	$927K	4.0%
Great Gray Trust AF 2020 I Mutual funds N/A	Other securities	—	—	$675K	2.9%
s * Great Gray Trust AF 2010 I Mutual funds N/A	Mutual Funds	—	—	$293K	1.3%
Vanguard Mid Cap Index Fund - Admiral Mutual funds N/A	Common Collective Trusts	—	—	$183K	0.8%
JPMorgan Large Cap Growth Fund R6 Mutual funds N/A	Other securities	—	—	$180K	0.8%
Vanguard Small Cap Index Adm Mutual funds N/A	Mutual Funds	—	—	$157K	0.7%
Guaranteed interest account Key Guaranteed Portfolio Fund Guaranteed Interest Account N/A	Other securities	—	—	$120K	0.5%
Vanguard Total Intl Stock Index Admiral Mutual funds N/A	Mutual Funds	—	—	$100K	0.4%
Blackrock High Yield Bond Portfolio K Mutual funds N/A	Other securities	—	—	$69K	0.3%
Victory Sycamore Established Value R6 Mutual funds N/A	Other securities	—	—	$64K	0.3%
Principal Real Estate Securities Inst Mutual funds N/A	Other securities	—	—	$62K	0.3%
JPMorgan Equity Income R6 Mutual funds N/A	Other securities	—	—	$62K	0.3%
Great Gray Trust AF 2015 I Mutual funds N/A	Other securities	—	—	$61K	0.3%
AF EuroPacific Growth Fund R6 Mutual funds N/A	Other securities	—	—	$39K	0.2%
Carillon Eagle Mid Cap Growth R6 Mutual funds N/A	Other securities	—	—	$38K	0.2%
Undiscovered Mgrs Behavioral Value R6 Mutual funds N/A	Other securities	—	—	$36K	0.2%
PGIM Total Return Bond Fund CIT FEE CL Mutual funds N/A	Common Collective Trusts	—	—	$35K	0.1%
Principal Diversified Real Asset Inst Mutual funds N/A	Other securities	—	—	$33K	0.1%
Janus Henderson Triton N Mutual funds N/A	Mutual Funds	—	—	$33K	0.1%
American Funds New World Fund R6 Mutual funds N/A	Mutual Funds	—	—	$19K	<0.1%