Woods Bagot Architects PC's EIN is 26-2993497.
Download the official 2024 Form 5500 (PDF) for Woods Bagot Architects PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Woods Bagot Architects PC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS LLC | 13-4071393 | — | BROKER/ADVISOR | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIFORNIA RETIREMENT PLANS | 68-0414789 | WALNUT CREEK, CA | CONTRACT ADMIN/TPA | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE ST TARGET RET 2040 SL CI VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $1.3M | 11.2% | |
| STATE ST TARGET RET 2045 SL CI VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $1.3M | 11.1% | |
| STATE ST S&P 500 INDZ SL CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $1.0M | 9.0% | |
| STATE ST TARGET RET 2035 SL CI VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $928K | 8.2% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $902K | 7.9% | |
| STATE ST TARGET RET 2050 SL CI VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $856K | 7.5% | |
| STATE ST TARGET RET 2055 SL CI VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $807K | 7.1% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $591K | 5.2% | |
| STATE ST TARGET RET 2025 SL CI VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $539K | 4.7% | |
| Putnam Large Cap Value Fund Class R6 | Mutual Funds | — | — | $287K | 2.5% | |
| Fidelity Emerging Markets Fund - Class K | Mutual Funds | — | — | $285K | 2.5% | |
| PGIM Jennison Mid-Cap Growth Fund- Class R6 | Other securities | — | — | $272K | 2.4% | |
| STATE ST TARGET RET 2030 SL CI VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $252K | 2.2% | |
| State Street Global Equity Index Non-lending Class C | Common Collective Trusts | — | — | $230K | 2.0% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $210K | 1.9% | |
| iShares MSCI EAFE International Index Fund Class K | Common Collective Trusts | — | — | $187K | 1.6% | |
| DFA U.S. Targeted Value Portfolio Institutional Class | Mutual Funds | — | — | $172K | 1.5% | |
| Allspring Core Plus Bond Fund Class R6 | Other securities | — | — | $155K | 1.4% | |
| MassMutual Small Cap Growth Equity Fund Class I | Other securities | — | — | $153K | 1.3% | |
| Lord Abbett Bond Debenture Fund Class R6 | U.S. Treasuries | — | — | $151K | 1.3% | |
| STATE ST TARGET RET 2060 SL CI VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $151K | 1.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $147K | 1.3% | |
| STATE ST RUSSELL SMALL CAP INDEX II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $139K | 1.2% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $100K | 0.9% | |
| BlackRock Global Allocation Fund, Inc. Class K | Common Stocks | — | — | $60K | 0.5% | |
| American Funds U.S. Government Securities Fund Class R-6 | Mutual Funds | — | — | $42K | 0.4% | |
| STATE ST TARGET RET INCOME SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $42K | 0.4% | |
| EI Fixed Account - Series Class I | Other securities | — | — | $37K | 0.3% | |
| STATE ST TARGET RET 2065 SL CI VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $33K | 0.3% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $24K | 0.2% | |
| STATE ST GBL EQ INDX NL CL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $23K | 0.2% | |
| STATE ST TARGET RET 2020 SL CI VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $11K | <0.1% | |
| American Funds American High-Income Trust Class R-6 | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $9K | <0.1% | |
| Participant loans - 1 loan outstanding at an interest rate of 8.75% - | Bonds / Notes | — | — | $6K | <0.1% |
