Stephen Procter signed Powers Brown Architecture Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Powers Brown Architecture Management LLC's EIN is 20-8109797.
Download the official 2024 Form 5500 (PDF) for Powers Brown Architecture Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Powers Brown Architecture Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AF TRGT DATE 2040 R6 155,205 shares | Mutual Funds | — | $155K | $3.2M | 22.0% | |
| AF TRGT DATE 2050 R6 100,917 shares | Other securities | — | $101K | $2.1M | 14.5% | |
| AF TRGT DATE 2030 R6 107,929 shares | Other securities | — | $108K | $1.9M | 12.9% | |
| AF TRGT DATE 2045 R6 78,306 shares | Other securities | — | $78K | $1.7M | 11.5% | |
| AF TRGT DATE 2060 R6 60,715 shares | Other securities | — | $61K | $1.1M | 7.5% | |
| AF TRGT DATE 2055 R6 34,014 shares | Other securities | — | $34K | $899K | 6.2% | |
| FID 500 INDEX 3,818 shares | Common Collective Trusts | — | $4K | $780K | 5.4% | |
| J H ENTERPRISE T 3,908 shares | Other securities | — | $4K | $545K | 3.8% | |
| FA EQUITY GROWTH Z 12,266 shares | Other securities | — | $12K | $291K | 2.0% | |
| AF TRGT DATE 2035 R6 13,693 shares | Other securities | — | $14K | $261K | 1.8% | |
| AF TRGT DATE 2065 R6 13,798 shares | Other securities | — | $14K | $241K | 1.7% | |
| AF TRGT DATE 2015 R6 17,773 shares | Other securities | — | $18K | $218K | 1.5% | |
| FA BALANCED I 6,280 shares | Other securities | — | $6K | $186K | 1.3% | |
| AF EUROPAC GROWTH R6 3,446 shares | Other securities | — | $3K | $185K | 1.3% | |
| JPM CORE BOND I 16,213 shares | Other securities | — | $16K | $164K | 1.1% | |
| FA SMALL CAP GR Z 3,784 shares | Other securities | — | $4K | $128K | 0.9% | |
| PGIM HIGH YIELD Z 23,745 shares | Other securities | — | $24K | $114K | 0.8% | |
| dates through 2031 | Other securities | — | — | $108K | 0.7% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | $112K | $104K | 0.7% | |
| AF TRGT DATE 2025 R6 5,958 shares | Other securities | — | $6K | $90K | 0.6% | |
| FID SM CAP IDX 3,142 shares | Common Collective Trusts | — | $3K | $87K | 0.6% | |
| FID MID CAP IDX 1,578 shares | Common Collective Trusts | — | $2K | $53K | 0.4% | |
| ABF SM CAP VALUE R6 1,551 shares | Other securities | — | $2K | $38K | 0.3% | |
| PIF MID CAP VALUE I 2,199 shares | Other securities | — | $2K | $34K | 0.2% | |
| FID US BOND IDX 1,929 shares | Common Collective Trusts | — | $2K | $20K | 0.1% | |
| J H GLB EQ INC N 2,443 shares | Common Stocks | — | $2K | $15K | 0.1% | |
| FID INTL INDEX 264 shares | Mutual Funds | — | — | $13K | <0.1% | |
| TRP EQUITY INCOME 132 shares | Other securities | — | — | $5K | <0.1% | |
| Money Market Fund * FID GOV CASH RESERVE 1,733 shares | Mutual Funds | — | $2K | $2K | <0.1% | |
| AF TRGT DATE 2020 R6 124 shares | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
