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Original filing (PDF)20251013110141NAL0000518787001
ELKUS MANFREDI ARCHITECTS LTD.
Form 5500
FILING_RECEIVED
ELKUS MANFREDI ARCHITECTS LTD. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
153
Accounts w/ balance
263
Plan assets (EOY)
$53.0M
Net assets (EOY)
$53.0M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 53% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELKUS MANFREDI ARCHITECTS LTD..
Plan sponsor
Name
ELKUS MANFREDI ARCHITECTS LTD.
EIN
04-3016183
Address
25 DRYDOCK AVE · BOSTON, MA · 02210
Phone
(617) 368-3359
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
2025-10-13
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | — | NASHVILLE, TN | NONE | $75K | — |
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $54K | — |
Investments
38 direct securities· $53.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Growth Opp Z Fidelity 0 | — | — | — | $6.7M | 12.6% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $6.6M | 12.5% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $3.2M | 6.0% | |
| JPMorgan U.S. Equity R6 JP Morgan 0 | — | — | — | $2.7M | 5.2% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $2.6M | 4.9% | |
| AB Large Cap Growth Z Alliance Bernstein 0 | — | — | — | $2.5M | 4.7% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $2.2M | 4.2% | |
| JHancock III Disc Val Mid Cap R6 John Hancock 0 | — | — | — | $2.2M | 4.2% | |
| MSIF Global Opportunity Port R6 MSIF 0 | — | — | — | $2.2M | 4.2% | |
| Principal MidCap Fund Inst Principal 0 | — | — | — | $2.0M | 3.8% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $1.9M | 3.5% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $1.8M | 3.5% | |
| Calvert U.S. Large Cap Core Respon Ind A Calvert 0 | — | — | — | $1.8M | 3.3% | |
| Fidelity Small Cap Growth Z Fidelity 0 | — | — | — | $1.6M | 3.1% | |
| Guggenheim Ttl Rtrn Bnd Fnd Inst Guggenheim 0 | — | — | — | $1.5M | 2.8% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $1.4M | 2.7% | |
| Baron Focused Growth R6 Baron 0 | — | — | — | $1.0M | 2.0% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $925K | 1.7% | |
| Allspring Real Return R6 Allspring 0 | — | — | — | $788K | 1.5% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $785K | 1.5% | |
| Hartford Schroders Intl Stock SDR Hartford 0 | — | — | — | $754K | 1.4% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $747K | 1.4% | |
| Victory Sycamore Small Comp Opport I Victory 0 | — | — | — | $729K | 1.4% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $608K | 1.1% | |
| Fidelity Govt Money Market Premium Fidelity 0 | — | — | — | $546K | 1.0% | |
| Synthetic Cash Account Synthetic 0 364 Fidelity Advisor Emerg Markets Disc Z Fidelity 0 | — | — | — | $527K | 1.0% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $460K | 0.9% | |
| American Funds New World R6 American Funds 0 | — | — | — | $431K | 0.8% | |
| Invesco International Bond R6 Invesco 0 | — | — | — | $408K | 0.8% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | — | — | — | $287K | 0.5% | |
| Artisan High Income Instl Artisan 0 | — | — | — | $270K | 0.5% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $258K | 0.5% | |
| GMO Resources R6 GMO 0 | — | — | — | $196K | 0.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $114K | 0.2% | |
| MSIF Global Stars Portfolio I MSIF 0 | — | — | — | $40K | <0.1% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $32K | <0.1% | |
| American Funds Trgt Date Ret 2010 R6 American Funds 0 | — | — | — | $20K | <0.1% | |
| American Funds Trgt Date Ret 2015 R6 American Funds 0 | — | — | — | $2K | <0.1% |
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