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Original filing (PDF)20250903150948NAL0031784274001
POPLI, ARCHITECTURE ENGINEERING & L.S. D.P.C.
Form 5500
FILING_RECEIVED
POPLI, ARCHITECTURE ENGINEERING & L.S. D.P.C. SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
191
Accounts w/ balance
263
Plan assets (EOY)
$16.6M
Net assets (EOY)
$16.6M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POPLI, ARCHITECTURE ENGINEERING & L.S. D.P.C..
Plan sponsor
Name
POPLI, ARCHITECTURE ENGINEERING & L.S. D.P.C.
EIN
16-1424510
Address
555 PENBROOKE DR. · PENFIELD, NY · 14526
Phone
(585) 388-2060
Industry
Engineering Services· 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
2025-09-03
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
MENGEL METZGER BARR & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $19K | — |
Investments
23 direct securities· $15.6M(94% of reported assets)
Uncategorized
$15.3M
22 holdings
Mutual Funds
$353K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF | — | — | — | $2.8M | 17.0% | |
| VANGUARD 500 INDEX FUND - ADMIRAL SHARES | — | — | — | $2.8M | 17.0% | |
| FIDELITY FREEDOM INDEX 2030 INSTL PREM | — | — | — | $1.4M | 8.6% | |
| TECHNOLOGY SELECT SECTOR SPDR | — | — | — | $1.1M | 6.4% | |
| FIDELITY FREEDOM INDEX 2050 INSTL PREM | — | — | — | $1.0M | 6.2% | |
| FIDELITY FREEDOM INDEX 2040 INSTL PREM | — | — | — | $910K | 5.5% | |
| ISHARES S&P SMALLCAP 600 INDEX ETF | — | — | — | $892K | 5.4% | |
| Money Market Funds * Retirement Cash Account | — | — | — | $718K | 4.3% | |
| VANGUARD DEVELOPED MARKETS INDEX FUND AD | — | — | — | $628K | 3.8% | |
| FIDELITY FREEDOM INDEX 2020 INSTL PREM | — | — | — | $588K | 3.5% | |
| VANGUARD MID CAP VALUE INDEX FUND ADMIRAL | — | — | — | $517K | 3.1% | |
| ISHARES S&P 500 INDEX ETF | — | — | — | $517K | 3.1% | |
| Exchange Traded Funds ISHARES MORNINGSTAR MIDCAP GROWTH INDEX ETF | — | — | — | $487K | 2.9% | |
| ISHARES S&P 500 VALUE ETF | — | — | — | $377K | 2.3% | |
| DODGE & COX INCOME FUND | Mutual Funds | — | — | $353K | 2.1% | |
| SPDR PORTFOLIO S&P 400 MID CAP ETF | — | — | — | $194K | 1.2% | |
| VANGUARD HIGH-YIELD CORPORATE ADM | — | — | — | $179K | 1.1% | |
| Notes Receivable from Participants * Maturity dates through August 2029, with interest rates from 4.00% to 8.50% per annum | — | — | — | $63K | 0.4% | |
| FIDELITY FREEDOM INDEX 2060 INSTL PREM | — | — | — | $33K | 0.2% | |
| FIDELITY FREEDOM INDEX 2055 INSTL PREM | — | — | — | $24K | 0.1% | |
| FIDELITY FREEDOM INDEX 2035 INSTL PREM | — | — | — | $10K | <0.1% | |
| FIDELITY FREEDOM INDEX 2025 INSTL PREM | — | — | — | $3K | <0.1% | |
| FIDELITY FREEDOM INDEX 2045 INSTL PREM | — | — | — | $1K | <0.1% |
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