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Original filing (PDF)20251015103012NAL0002147395001
MORRIS ADJMI ARCHITECTS DPC
Form 5500
FILING_RECEIVED
MAP PROFIT SHARING PLAN (401K)
401(k) retirement plan
Signals · 1
~85 bps in Sched C fees
Active participants
64
Accounts w/ balance
127
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
15 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 85 bps in Schedule C fees — 64% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORRIS ADJMI ARCHITECTS DPC.
Plan sponsor
Name
MORRIS ADJMI ARCHITECTS DPC
EIN
26-3942187
Address
60 BROAD STREET · 32ND FLOOR · NEW YORK, NY · 10004
Phone
(212) 982-4700
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLATT & DAUMAN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $60K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC. | 13-2896238 | — | OTHER SERVICES | $0 | — |
Investments
32 direct securities · 15 pooled funds· $10.8M(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
$5.8M
32 holdings
Common Collective Trust
$4.8M
12 holdings
Pooled Separate Account
$263K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group | — | — | $0 | $1.4M | 19.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.4M | 19.5% | |
| Vanguard Group | — | — | $0 | $1.1M | 15.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 15.4% | |
| Vanguard Group | — | — | $0 | $1.1M | 15.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.1M | 15.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $538K | 7.6% | |
| Principal Life Insurance Company | — | — | $0 | $538K | 7.6% | |
| Vanguard Group | — | — | $0 | $463K | 6.6% | |
| Principal Global Investors Trust Co | — | — | $0 | $292K | 4.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $292K | 4.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $265K | 3.8% | |
| Principal Global Investors Trust Co | — | — | $0 | $265K | 3.8% | |
| Principal Global Investors Trust Co | — | — | $0 | $184K | 2.6% | |
| PRIN LGCP S & P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $184K | 2.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $99K | 1.4% | |
| Principal Global Investors Trust Co | — | — | $0 | $99K | 1.4% | |
| PRIN SMCAP S & P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $58K | 0.8% | |
| Principal Global Investors Trust Co | — | — | $0 | $58K | 0.8% | |
| Alliance Bernstein | — | — | $0 | $50K | 0.7% | |
| Natixis Funds | — | — | $0 | $38K | 0.5% | |
| Principal Global Investors Trust Co | — | — | $0 | $30K | 0.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $30K | 0.4% | |
| JP Morgan Funds | — | — | $0 | $26K | 0.4% | |
| Principal Global Investors Trust Co | — | — | $0 | $23K | 0.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $23K | 0.3% | |
| Principal Global Investors Trust Co | — | — | $0 | $23K | 0.3% | |
| PRIN MIDCAP S & P 400 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $21K | 0.3% | |
| Principal Global Investors Trust Co | — | — | $0 | $21K | 0.3% | |
| BlackRock | — | — | $0 | $18K | 0.3% | |
| Principal Life Insurance Company | — | — | $0 | $18K | 0.3% | |
| Vanguard Group | — | — | $0 | $14K | 0.2% | |
| BlackRock | — | — | $0 | $12K | 0.2% | |
| Principal Life Insurance Company | — | — | $0 | $10K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $10K | 0.1% | |
| Ivy Investment Management Co | — | — | $0 | $9K | 0.1% | |
| Vanguard Group | — | — | $0 | $8K | 0.1% | |
| Principal Life Insurance Company | — | — | $0 | $7K | <0.1% | |
| Loomis Sayles | — | — | $0 | $7K | <0.1% | |
| Principal Global Investors Trust Co | — | — | $0 | $5K | <0.1% | |
| Lord Abbett | — | — | $0 | $4K | <0.1% | |
| TIAA Investments | — | — | $0 | $4K | <0.1% | |
| Natixis Funds | — | — | $0 | $2K | <0.1% | |
| Principal Global Investors Trust Co | — | — | $0 | $1K | <0.1% | |
| Participant Loans | — | — | $0 | $523 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $523 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |