Plan Snapshot
- Plan Sponsor: 401(K) Administration Management Program, INC
- Sponsor EIN: 854019239
- Sponsor Address: 10777 NORTHWEST FREEWAY, HOUSTON, TX, 77092
- Plan Type: 401(k)
- Total Participants: 4,295
- Total Assets: $52.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,295 | $52.7M | $2.0M | $5.2M |
| 2023 | 1,271 | $24.0M | $958,671 | $2.6M |
| 2022 | 286 | $114,225 | $0 | $7,270 |
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 |
|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | Other Service Provider | — | $21,182 | $21,182 |
| LEAFHOUSE | Other Service Provider | $17,764 | — | $17,764 |
| TBS AGENCY, INC. | Investment Advisor | — | $16,223 | $16,223 |
| ARKADIOS CAPITAL | Investment Advisor | — | $13,925 | $13,925 |
| AMERIPRISE FINANCIAL SERVICES, INC. | Investment Advisor | — | $13,590 | $13,590 |
| ALPHA CAPITAL MANAGEMENT GROUP LLC | Other Service Provider | — | $10,963 | $10,963 |
| COMMONWEALTH EQUITY SERVICES | Investment Advisor | — | $9,108 | $9,108 |
| ONEDIGITAL INVESTMENT ADVISORS | Recordkeeper | — | $5,618 | $5,618 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH EQUITY SERVICES — Investment Advisor
- ONEDIGITAL INVESTMENT ADVISORS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,373
- Estimated Expense Ratio: 0.206% 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 | $276,296 | — | $276,296 | — | — |
| 2023 | $1,248,585 | — | $69,833 | — | — |
| 2022 | $558 | — | $184 | — | — |