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Original filing (PDF)20250926141515NAL0008639009001
POWERS BROWN ARCHITECTURE MANAGEMENT LLC
Form 5500
FILING_RECEIVED
POWERS BROWN ARCHITECTURE 401(K) PLAN
401(k) retirement plan
Active participants
91
Accounts w/ balance
165
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POWERS BROWN ARCHITECTURE MANAGEMENT LLC.
Plan sponsor
Name
POWERS BROWN ARCHITECTURE MANAGEMENT LLC
EIN
20-8109797
Address
2100 TRAVIS STREET · SUITE 501 · HOUSTON, TX · 77002
Phone
(713) 224-0456
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
2025-09-26
Pension benefit codes
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$2K | — |
Investments
29 direct securities · 1 pooled fund· $14.5M(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
$11.2M
28 holdings
Mutual Funds
$3.2M
1 holding
Common Collective Trust
$104K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | $101K | $2.1M | 14.5% | |
| AF TRGT DATE 2030 R6 107,929 shares | — | — | $108K | $1.9M | 12.9% | |
| AF TRGT DATE 2045 R6 78,306 shares | — | — | $78K | $1.7M | 11.5% | |
| AF TRGT DATE 2060 R6 60,715 shares | — | — | $61K | $1.1M | 7.5% | |
| AF TRGT DATE 2055 R6 34,014 shares | — | — | $34K | $899K | 6.2% | |
| FID 500 INDEX 3,818 shares | — | — | $4K | $780K | 5.4% | |
| J H ENTERPRISE T 3,908 shares | — | — | $4K | $545K | 3.8% | |
| FA EQUITY GROWTH Z 12,266 shares | — | — | $12K | $291K | 2.0% | |
| AF TRGT DATE 2035 R6 13,693 shares | — | — | $14K | $261K | 1.8% | |
| AF TRGT DATE 2065 R6 13,798 shares | — | — | $14K | $241K | 1.7% | |
| AF TRGT DATE 2015 R6 17,773 shares | — | — | $18K | $218K | 1.5% | |
| FA BALANCED I 6,280 shares | — | — | $6K | $186K | 1.3% | |
| AF EUROPAC GROWTH R6 3,446 shares | — | — | $3K | $185K | 1.3% | |
| JPM CORE BOND I 16,213 shares | — | — | $16K | $164K | 1.1% | |
| FA SMALL CAP GR Z 3,784 shares | — | — | $4K | $128K | 0.9% | |
| PGIM HIGH YIELD Z 23,745 shares | — | — | $24K | $114K | 0.8% | |
| dates through 2031 | — | — | — | $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 | — | — | $6K | $90K | 0.6% | |
| FID SM CAP IDX 3,142 shares | — | — | $3K | $87K | 0.6% | |
| FID MID CAP IDX 1,578 shares | — | — | $2K | $53K | 0.4% | |
| ABF SM CAP VALUE R6 1,551 shares | — | — | $2K | $38K | 0.3% | |
| PIF MID CAP VALUE I 2,199 shares | — | — | $2K | $34K | 0.2% | |
| FID US BOND IDX 1,929 shares | — | — | $2K | $20K | 0.1% | |
| J H GLB EQ INC N 2,443 shares | — | — | $2K | $15K | 0.1% | |
| FID INTL INDEX 264 shares | — | — | — | $13K | <0.1% | |
| TRP EQUITY INCOME 132 shares | — | — | — | $5K | <0.1% | |
| Money Market Fund * FID GOV CASH RESERVE 1,733 shares | — | — | $2K | $2K | <0.1% | |
| AF TRGT DATE 2020 R6 124 shares | — | — | — | $2K | <0.1% |
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