Back to filter
Original filing (PDF)20250526191258NAL0005209905001
BORGES ARCHITECTURAL GROUP, INC.
Form 5500-SF
FILING_RECEIVED
BORGES ARCHITECTURAL GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
17
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BORGES ARCHITECTURAL GROUP, INC..
Plan sponsor
Name
BORGES ARCHITECTURAL GROUP, INC.
EIN
01-0560881
Address
PO BOX 220 · ROSEVILLE, CA · 95661
Phone
(916) 782-7200
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
2025-05-26
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
LDA DESIGN GROUP, INC.
LDA DESIGN GROUP, INC. 401(K) PROFIT SHARING PLAN
$2.1M · 13 participants
PARAGON ARCHITECTURE, LLC
PARAGON ARCHITECTURE LLC 401(K) PROFIT SHARING PLAN
$2.1M · 29 participants
CBP ARCHITECTS PC
CBP ARCHITECTS PC 401(K) PLAN
$2.1M · 14 participants
ANDERSON HALLAS ARCHITECTS, PC
ANDERSON HALLAS ARCHITECTS, PC 401(K) PLAN
$2.1M · 16 participants
PORT CITY ARCHITECTURE
PORT CITY ARCHITECTURE 401(K) PS PLAN
$2.1M · 8 participants
STEVEN KRATCHMAN, ARCHITECT, PC
STEVEN KRATCHMAN, ARCHITECT, PC PROFIT SHARING PLAN
$2.1M · 6 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B