Morris Adjmi signed Morris Adjmi Architects DPC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morris Adjmi Architects DPC's EIN is 26-3942187.
Download the official 2024 Form 5500 (PDF) for Morris Adjmi Architects DPC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morris Adjmi Architects DPC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC. | 13-2896238 | — | OTHER SERVICES | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group | Mutual Funds | — | $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% | |
| [Assets held in common collective trust] | Other | — | — | $1.3M | 18.1% | |
| Vanguard Group | Mutual Funds | — | $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 | Mutual Funds | — | $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 | Common Stocks | — | $0 | $538K | 7.6% | |
| Vanguard Group | Mutual Funds | — | $0 | $463K | 6.6% | |
| Principal Global Investors Trust Co | Common Stocks | — | $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 | Common Stocks | — | $0 | $265K | 3.8% | |
| Principal Global Investors Trust Co | Common Stocks | — | $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 | Common Stocks | — | $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 | Common Stocks | — | $0 | $58K | 0.8% | |
| Alliance Bernstein | Other securities | — | $0 | $50K | 0.7% | |
| Natixis Funds | Other securities | — | $0 | $38K | 0.5% | |
| Principal Global Investors Trust Co | Common Stocks | — | $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 | Other securities | — | $0 | $26K | 0.4% | |
| Principal Global Investors Trust Co | Common Stocks | — | $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 | Common Stocks | — | $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 | Common Stocks | — | $0 | $21K | 0.3% | |
| BlackRock | Other securities | — | $0 | $18K | 0.3% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $18K | 0.3% | |
| Vanguard Group | Mutual Funds | — | $0 | $14K | 0.2% | |
| BlackRock | Other securities | — | $0 | $12K | 0.2% | |
| Principal Life Insurance Company | Common Stocks | — | $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 | Common Stocks | — | $0 | $9K | 0.1% | |
| Vanguard Group | Mutual Funds | — | $0 | $8K | 0.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $7K | <0.1% | |
| Loomis Sayles | Other securities | — | $0 | $7K | <0.1% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $5K | <0.1% | |
| Lord Abbett | Mutual Funds | — | $0 | $4K | <0.1% | |
| TIAA Investments | Mutual Funds | — | $0 | $4K | <0.1% | |
| Natixis Funds | Other securities | — | $0 | $2K | <0.1% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $1K | <0.1% | |
| Participant Loans | 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% |
