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Original filing (PDF)20251015012446NAL0007938434001
PERKINS EASTMAN ARCHITECTS, DPC
Form 5500
FILING_RECEIVED
PERKINS EASTMAN ARCHITECTS, DPC 401(K) PLAN
401(k) retirement plan
Active participants
820
Accounts w/ balance
1,379
Plan assets (EOY)
$163.4M
Net assets (EOY)
$163.4M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERKINS EASTMAN ARCHITECTS, DPC.
Plan sponsor
Name
PERKINS EASTMAN ARCHITECTS, DPC
EIN
13-3044005
Address
115 5TH AVENUE · 3RD FLOOR · NEW YORK, NY · 10003
Phone
(212) 353-7428
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
2025-10-15
Pension benefit codes
2J · 401(k) feature
2G · Total participant-directed accounts
2K · 401(m) arrangement
2S · Automatic enrollment
2E · Profit-sharing
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LILLING & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $99K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LILLING | 13-3447681 | — | ACCOUNTANT/AUDITOR | $7K | — |
Investments
36 direct securities · 1 pooled fund· $165.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$163.4M
36 holdings
Common Collective Trust
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| similar party investment Cost ** Current value * Fidelity Advisor Freedom 2040 Fund Mutual Fund | — | — | — | $15.9M | 9.7% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $14.9M | 9.1% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | — | — | — | $14.7M | 9.0% | |
| Fidelity Advisor Freedom 2035 Fund Mutual Fund | — | — | — | $14.4M | 8.8% | |
| Fidelity Advisor Freedom 2030 Fund Mutual Fund | — | — | — | $14.2M | 8.7% | |
| Fidelity Advisor Freedom 2025 Fund Mutual Fund | — | — | — | $11.4M | 7.0% | |
| Fidelity Advisor Freedom 2045 Fund Mutual Fund | — | — | — | $11.4M | 7.0% | |
| Fidelity Advisor Freedom 2050 Fund Mutual Fund | — | — | — | $10.9M | 6.7% | |
| Fidelity Advisor Freedom 2055 Fund Mutual Fund | — | — | — | $7.6M | 4.6% | |
| Fidelity Advisor Freedom 2020 Fund Mutual Fund | — | — | — | $5.9M | 3.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $4.4M | 2.7% | |
| JPMorgan Large Cap Val R6 Mutual Fund | — | — | — | $4.2M | 2.6% | |
| Putnam Growth Opportunities Fund Mutual Fund | — | — | — | $3.4M | 2.1% | |
| Fidelity Advisor Freedom 2060 Fund Mutual Fund | — | — | — | $2.9M | 1.8% | |
| Fidelity Advisor Freedom 2015 Fund Mutual Fund | — | — | — | $2.8M | 1.7% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund | — | — | — | $2.4M | 1.5% | |
| Galliard Stable Return Fund CIT | — | — | — | $2.2M | 1.4% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $2.2M | 1.4% | |
| Calvert Bond Portfolio Mutual Fund | — | — | — | $2.1M | 1.3% | |
| Fidelity Advisor Freedom 2010 Fund Mutual Fund | — | — | — | $1.9M | 1.2% | |
| MFS International Intrinsic Value Mutual Fund | — | — | — | $1.8M | 1.1% | |
| Loomis Sayles Inv Grade Bond Y Mutual Fund | — | — | — | $1.7M | 1.0% | |
| Fidelity Advisor Small Cap Value Fund Mutual Fund | — | — | — | $1.7M | 1.0% | |
| Pgim Jennison Small Co Fund R6 Mutual Fund | — | — | — | $1.7M | 1.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $1.6M | 1.0% | |
| American Fnds New World Mutual Fund | — | — | — | $1.4M | 0.8% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $1.2M | 0.7% | |
| Loans to participants to 10.50% per annum $0 | — | — | — | $748K | 0.5% | |
| BlackRock Inflation Protected Bond Fund Mutual Fund | — | — | — | $678K | 0.4% | |
| Fidelity Advisor Freedom Income Fund Mutual Fund | — | — | — | $660K | 0.4% | |
| MFS Global Opportunistic Bond Fund Mutual Fund | — | — | — | $598K | 0.4% | |
| Fidelity Advisor Freedom 2065 Fund Mutual Fund | — | — | — | $571K | 0.3% | |
| similar party investment Cost ** Current value * American Century Sustainable Equity Fund Mutual Fund | — | — | — | $409K | 0.3% | |
| Calvert US Mid Cap Core R6 Mutual Fund | — | — | — | $405K | 0.2% | |
| FKLN GLD&PRC MTL R6 Mutual Fund | — | — | — | $316K | 0.2% | |
| Calvert Emerging Markets Equity Fund Mutual Fund | — | — | — | $315K | 0.2% | |
| Goldman Sachs International Equity Fund Mutual Fund | — | — | — | $94K | <0.1% |
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