Anthony Roman signed Ennead Architects LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ennead Architects LLP's EIN is 13-3062944.
Download the official 2024 Form 5500 (PDF) for Ennead Architects LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ennead Architects LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $9.4M | 23.3% | |
| TROWE PRICE BLUE CHIP GROWTH | Registered Investment Companies | — | — | $4.9M | 12.0% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $3.1M | 7.7% | |
| TRO SPECTRUM MOD ALLOC | Registered Investment Companies | — | — | $3.0M | 7.5% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.7M | 6.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2.4M | 5.8% | |
| CLEARBRIDGE SMALL CAP GROWTH I | Registered Investment Companies | — | — | $1.9M | 4.7% | |
| VAN DIV APPREC IDX - ADMIRAL | Registered Investment Companies | — | — | $1.9M | 4.6% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $1.7M | 4.3% | |
| DODGE & COX GLOBAL STOCK I | Registered Investment Companies | — | — | $1000K | 2.5% | |
| JPMORGAN CORE BOND - R5 | Registered Investment Companies | — | — | $862K | 2.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $762K | 1.9% | |
| PARNASSUS CORE EQUITY INST | Registered Investment Companies | — | — | $747K | 1.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $736K | 1.8% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $687K | 1.7% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $643K | 1.6% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $558K | 1.4% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $461K | 1.1% | |
| TRO SPECTRUM MOD GRTH ALLOC | Registered Investment Companies | — | — | $417K | 1.0% | |
| NEUBERGER BERMAN STRAT INC R6 | Registered Investment Companies | — | — | $403K | 1.0% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $386K | 1.0% | |
| JPM GLOB ALL I | Registered Investment Companies | — | — | $376K | 0.9% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $306K | 0.8% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $303K | 0.8% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $205K | 0.5% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $201K | 0.5% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $114K | 0.3% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $71K | 0.2% | |
| TRP SPECTRUM CONSERV ALLOC | Registered Investment Companies | — | — | $71K | 0.2% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $53K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1451524 |
| — |
| CONSULTANT |
| $226K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 22-2428965 | — | ACCOUNTANT | $18K | — |
