How big is Elkus Manfredi Architects Ltd.'s plan?

Elkus Manfredi Architects Ltd.'s plan reported $53.0M in assets and 153 participants for 2024.

Original filing (PDF)20251013110141NAL0000518787001

Elkus Manfredi Architects Ltd.

Name: Elkus Manfredi Architects Ltd. — Elkus Manfredi, Form 5500 (2024)
Creator: Elkus Manfredi Architects Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Elkus Manfredi Architects Ltd. 401(k) Plan

401(k) retirement plan · Elkus Manfredi Architects Ltd.'s Elkus Manfredi Architects Ltd. 401(k) Plan held $53.0M in plan assets for 153 participants in 2024, with Newport Group as recordkeeper.

Active participants

153

Accounts w/ balance

263

Plan assets (EOY)

$53.0M

Net assets (EOY)

$53.0M

People on this filing

Jennifer Farrell signed Elkus Manfredi Architects Ltd.'s 2024 Form 5500 as plan administrator.

Jennifer Farrell — 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

Elkus Manfredi Architects Ltd.'s EIN is 04-3016183.

EIN 04-3016183

Plan number 001

Plan year 2024

ACK ID 20251013110141NAL0000518787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elkus Manfredi Architects Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Elkus Manfredi Architects Ltd.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

ELKUS MANFREDI ARCHITECTS LTD.

EIN

all filings

Address

25 DRYDOCK AVE · BOSTON, MA · 02210

Phone

(617) 368-3359

Industry

Professional & Technical Services

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	NONE	$54K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC.	—	NASHVILLE, TN	NONE	$75K	—

Investments

38 direct securities· $53.0M(100% of reported assets)

Mutual Funds

$27.5M

22 holdings

Other securities

$18.7M

14 holdings

Common Collective Trusts

$6.6M

1 holding

Participant loans

$114K

1 holding

					% of plan
Fidelity Advisor Growth Opp Z Fidelity 0	Mutual Funds	—	—	$6.7M	12.6%
Fidelity 500 Index Fund Fidelity 0	Common Collective Trusts	—	—	$6.6M	12.5%
American Funds Trgt Date Ret 2040 R6 American Funds 0	Mutual Funds	—	—	$3.2M	6.0%
JPMorgan U.S. Equity R6 JP Morgan 0	Other securities	—	—	$2.7M	5.2%
American Funds Trgt Date Ret 2035 R6 American Funds 0	Mutual Funds	—	—	$2.6M	4.9%
AB Large Cap Growth Z Alliance Bernstein 0	Other securities	—	—	$2.5M	4.7%
Vanguard Windsor II Adm Vanguard 0	Mutual Funds	—	—	$2.2M	4.2%
JHancock III Disc Val Mid Cap R6 John Hancock 0	Other securities	—	—	$2.2M	4.2%
MSIF Global Opportunity Port R6 MSIF 0	Other securities	—	—	$2.2M	4.2%
Principal MidCap Fund Inst Principal 0	Other securities	—	—	$2.0M	3.8%
American Funds American Balanced R6 American Funds 0	Mutual Funds	—	—	$1.9M	3.5%
American Funds Trgt Date Ret 2045 R6 American Funds 0	Mutual Funds	—	—	$1.8M	3.5%
Calvert U.S. Large Cap Core Respon Ind A Calvert 0	Other securities	—	—	$1.8M	3.3%
Fidelity Small Cap Growth Z Fidelity 0	Mutual Funds	—	—	$1.6M	3.1%
Guggenheim Ttl Rtrn Bnd Fnd Inst Guggenheim 0	Other securities	—	—	$1.5M	2.8%
American Funds Trgt Date Ret 2050 R6 American Funds 0	Mutual Funds	—	—	$1.4M	2.7%
Baron Focused Growth R6 Baron 0	Other securities	—	—	$1.0M	2.0%
American Funds Trgt Date Ret 2030 R6 American Funds 0	Mutual Funds	—	—	$925K	1.7%
Allspring Real Return R6 Allspring 0	Other securities	—	—	$788K	1.5%
American Funds Trgt Date Ret 2055 R6 American Funds 0	Mutual Funds	—	—	$785K	1.5%
Hartford Schroders Intl Stock SDR Hartford 0	Other securities	—	—	$754K	1.4%
American Funds Trgt Date Ret 2060 R6 American Funds 0	Mutual Funds	—	—	$747K	1.4%
Victory Sycamore Small Comp Opport I Victory 0	Other securities	—	—	$729K	1.4%
American Funds Trgt Date Ret 2025 R6 American Funds 0	Mutual Funds	—	—	$608K	1.1%
Fidelity Govt Money Market Premium Fidelity 0	Mutual Funds	—	—	$546K	1.0%
Synthetic Cash Account Synthetic 0 364 Fidelity Advisor Emerg Markets Disc Z Fidelity 0	Mutual Funds	—	—	$527K	1.0%
Fidelity Mid Cap Index Fidelity 0	Mutual Funds	—	—	$460K	0.9%
American Funds New World R6 American Funds 0	Mutual Funds	—	—	$431K	0.8%
Invesco International Bond R6 Invesco 0	Mutual Funds	—	—	$408K	0.8%
American Funds Trgt Date Ret 2020 R6 American Funds 0	Mutual Funds	—	—	$287K	0.5%
Artisan High Income Instl Artisan 0	Other securities	—	—	$270K	0.5%
Vanguard Developed Mkts Index Adm Vanguard 0	Mutual Funds	—	—	$258K	0.5%
GMO Resources R6 GMO 0	Other securities	—	—	$196K	0.4%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$114K	0.2%
MSIF Global Stars Portfolio I MSIF 0	Other securities	—	—	$40K	<0.1%
Vanguard FTSE Social Index Adm Vanguard 0	Mutual Funds	—	—	$32K	<0.1%
American Funds Trgt Date Ret 2010 R6 American Funds 0	Mutual Funds	—	—	$20K	<0.1%
American Funds Trgt Date Ret 2015 R6 American Funds 0	Mutual Funds	—	—	$2K	<0.1%