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Original filing (PDF)20251014122951NAL0001379187001
MEACHAM & APEL ARCHITECTS, INC.
Form 5500
FILING_RECEIVED
MEACHAM & APEL ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
153
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEACHAM & APEL ARCHITECTS, INC..
Plan sponsor
Name
MEACHAM & APEL ARCHITECTS, INC.
EIN
31-0989412
Address
775 YARD STREET · SUITE 325 · COLUMBUS, OH · 43212
Phone
(614) 764-0407
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BRIXEY & MEYER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC. | 31-1440043 | — | INVESTMENT PROFESSIONAL | $34K | — |
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $22K | — |
Investments
36 direct securities · 1 pooled fund· $14.4M(98% 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
$14.0M
35 holdings
Common Collective Trust
$222K
1 holding
Mutual Funds
$122K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fd Admiral Mutual Funds | — | — | — | $1.9M | 12.9% | |
| Vanguard Growth Index Fd Adm Mutual Funds | — | — | — | $1.8M | 12.1% | |
| Vanguard MidCap Grwth Ind Adm Mutual Funds | — | — | — | $1.3M | 9.0% | |
| Vanguard Target Ret 2030 Fund Mutual Funds | — | — | — | $1.3M | 8.7% | |
| Vanguard Target Ret 2040 Fund Mutual Funds | — | — | — | $1.0M | 7.1% | |
| Vanguard Target Ret 2050 Fund Mutual Funds | — | — | — | $915K | 6.2% | |
| Vanguard Equity Income Fd Adm Mutual Funds | — | — | — | $889K | 6.1% | |
| Vanguard Target Ret 2035 Fund Mutual Funds | — | — | — | $647K | 4.4% | |
| American Mutual Fund R6 Mutual Funds | — | — | — | $552K | 3.8% | |
| Vanguard Target Ret 2055 Fund Mutual Funds | — | — | — | $405K | 2.8% | |
| Vanguard Target Ret 2045 Fund Mutual Funds | — | — | — | $404K | 2.8% | |
| Vanguard Target Ret 2060 Fund Mutual Funds | — | — | — | $382K | 2.6% | |
| Vanguard LifeStrat Mod Grw I Mutual Funds | — | — | — | $313K | 2.1% | |
| Vanguard Target Ret 2025 Fund Mutual Funds | — | — | — | $283K | 1.9% | |
| Vanguard Mid Cap Index Adm Mutual Funds | — | — | — | $264K | 1.8% | |
| Vanguard International Value Mutual Funds | — | — | — | $235K | 1.6% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $222K | 1.5% | |
| Vanguard Sm Cap Val Ind (Adm) Mutual Funds | — | — | — | $211K | 1.4% | |
| American New World Fund R6 Mutual Funds | — | — | — | $199K | 1.4% | |
| PIMCO Total Return Instl Mutual Funds | — | — | — | $145K | 1.0% | |
| Vanguard LifeStrat Growth Inv Mutual Funds | — | — | — | $129K | 0.9% | |
| Federated Hermes Govt Oblgn Pm Mutual Funds | Mutual Funds | — | — | $122K | 0.8% | |
| Vanguard Intl Growth Fund Adm Mutual Funds | — | — | — | $119K | 0.8% | |
| Vanguard Target Ret 2065 Fund Mutual Funds | — | — | — | $107K | 0.7% | |
| DFA Global RE Sec Port Inst Mutual Funds | — | — | — | $96K | 0.7% | |
| PIMCO Real Return Instl Mutual Funds | — | — | — | $94K | 0.6% | |
| Lord Abbett Short Dur Inc I Mutual Funds | — | — | — | $90K | 0.6% | |
| JPMorgan US Govt MMkt Cap CI Mutual Funds | — | — | — | $54K | 0.4% | |
| Vanguard Inter Term Bd Idx Adm Mutual Funds ** 283 Vanguard Total Intl Bond Indx Mutual Funds | — | — | — | $44K | 0.3% | |
| Vanguard Small Growth Adml Mutual Funds | — | — | — | $35K | 0.2% | |
| Notes Receivable - Participant Loans various dates through June 2026 | — | — | — | $31K | 0.2% | |
| Vanguard Target Ret 2020 Fund Mutual Funds | — | — | — | $28K | 0.2% | |
| Vanguard Sm Cap Index Fd Adm Mutual Funds | — | — | — | $27K | 0.2% | |
| Fidelity Capital & Income Fd Mutual Funds | — | — | — | $25K | 0.2% | |
| Vanguard LifeStrat Cons Gr Inv Mutual Funds | — | — | — | $18K | 0.1% | |
| Vanguard Mid-Cap Val Index Adm Mutual Funds | — | — | — | $11K | <0.1% | |
| Vanguard LifeStrat Inc Inv Sh Mutual Funds | — | — | — | $10K | <0.1% |