Plan Snapshot
- Plan Sponsor: 401(K) Administration Management Program, INC.
- Sponsor EIN: 854019239
- Sponsor Address: 10777 NORTHWEST FWY, HOUSTON, TX, 77092
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 1,650
- Total Assets: $67.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,650 | $67.4M | $2.5M | $7.2M |
| 2023 | 1,265 | $56.0M | $1.8M | $5.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $187,904 | — | $187,904 |
| 401K ADMIN MANAGEMENT PROGRAM, INC | Other Service Provider | $123,259 | — | $123,259 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $121,372 | — | $121,372 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $432,535
- Estimated Expense Ratio: 0.642% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $428,288 | — | $428,288 | — | — |
| 2023 | $157,862 | $87,919 | $69,943 | — | — |